Documents & professional boundaries

All document owners say New person

Reviewed: 2026-10-15

Check these possible causes: Placeholder names have not been replaced or person records need review.

Step-by-step guide

1. Open the case people list, confirm each real person and role, save recognizable names, then return to owner selection.
2. Important: Do not choose a repeated placeholder at random.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.