Summary
Let external people review a specific document or set of documents — scoped, limited access for outside reviewers.
Scope
- Invite an external user to review a defined subset (one doc or a saved set), not the whole case.
- Their access is limited to that set; actions are permissioned (see Permissions issue) and logged (see Audit-trail issue).
- Useful for co-counsel, experts, or client sign-off on a narrow set.
Related
Covers Marlon's item: "external people to review one or a set of documents".
Contributed by Marlon Sanguino (Scaia team), recorded 2026-08-23. Part of the team-collaboration / governance cluster; implement later (post current-state release). Source: FreeEedCRM product-feedback.md.
Summary
Let external people review a specific document or set of documents — scoped, limited access for outside reviewers.
Scope
Related
Covers Marlon's item: "external people to review one or a set of documents".
Contributed by Marlon Sanguino (Scaia team), recorded 2026-08-23. Part of the team-collaboration / governance cluster; implement later (post current-state release). Source: FreeEedCRM product-feedback.md.