Can I control what my client sees in shared documents?
Yes, while editing the proposal, you can control what the client sees in the document by showing or hiding specific components of the proposal.
Here are some helpful guides for managing proposal visibility:
- To show or hide details in the proposal: How to Show/Hide Details in X-DOC
- To show or hide summaries for rooms and items in the proposal: Show or Hide Summary for Rooms and Items
- To hide or view the Table of Contents in the proposal: Hide/View Table of Contents from Client PDF
- To hide or unhide a room in the proposal: Hide/Unhide a Room in the X-DOC Editor/Client PDF
- To hide a section from the proposal: Hide a Section from Client Preview/PDF
Updated on: 06/22/2026
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