General

What do the different Icons mean in the workspace member area?
The type of icons differ depending on the server you are on,  the attached document lists and describes the different icons that is display in the member pa...
Thu, Mar 23, 2017 at 11:25 AM
What are the different ways I can add a user to a workspace?
There are a few different ways you can add users to workspaces. Solution 1 The easiest way is through the client itself, but before are able to you ...
Tue, Apr 11, 2017 at 8:04 AM
When I import a Workspace Template is there a size limit?
Solution: This depends on type of Client that you are using The size of the template that can be used depends on the type of client that you are using....
Tue, Mar 28, 2017 at 1:05 PM
How do I add a user to an organization in the admin tool?
While logged into the Admin tool Expand the top level "Organization" node from the tree-view on the left hand side Expand the specific Organ...
Thu, May 18, 2017 at 10:35 AM
After I add a user to an organization is there anything the user needs to do?
When a user is added to a new organization, they need to perform a full re synchronization using the Privia Profiler before they will be able to see the n...
Thu, May 18, 2017 at 10:37 AM
Installation/Registration failure after installing the Privia client
The Installation/Registration error is almost always caused by a permissions problem for the client.   The most common cause is that the client h...
Sat, Jul 8, 2017 at 7:24 AM
What is the difference between checking “public file” on a doc that you have uploaded and giving all workspace members permission to view and/or edit?
The public flag only affects search.  When the public flag is set on a document, if a search matches on the document, the document will show up in the searc...
Thu, Jul 13, 2017 at 7:49 AM
Can ownership of a workspace, file and/or folder be transferred to an inactive user?
Yes, ownership of all objects can be transferred to an inactive user.   Note: The inactive user will not be able to access these objects until they are...
Thu, Jul 13, 2017 at 7:50 AM
I can't see the document and there are red X's in my commenting tool next to the comments
When the document doesn't show in the upper window it means that something interfered with the commenting tool launching Excel to display the comments. ...
Thu, Oct 11, 2018 at 10:35 AM
Is there a Privia MAC client?
The Privia client is built on the Microsoft .NET framework and cannot be run on a MAC or non-windows machine.  The core features of Privia can be accessed t...
Mon, Jul 24, 2017 at 9:41 AM