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Some projects may contain files that are intended strictly for internal use. The following procedure explains how you can have a given file only be available to users at your company and not to the project's providers or customer.  
  1. Go to a given project task's Task Display.
  2. Select the Workflow Graph tab.
  3. You will need to create a bundle which only contains internal files and is not assigned to any of the activities in the workflow. Go to the Workflow Directories section. 
  4. Click on the Bundles directory. 
  5. Select "Create Bundle". A new window appears.
    Create Bundle Window
  6. Define the specifications of the bundle (e.g. the bundle's name and which files this bundle supports).
  7. Deselect the tickbox for Required for Task Ouput.
  8. Click Save. The bundle now appears in the Task Input panel. 
    Internal File Bundle
  9. Now we need to add the internal file to this bundle. 
  10. Go to the Files section in the Task Input panel. 
  11. Click Add. A new window appears. 
    Upload File Tab Bundle
  12. Click Add Files. Select the internal file from your computer.
  13. Define the specifications of the bundle (e.g. to have the computer automatically unzip the file and the classification of the file).
  14. For Bundle, select the bundle which you created specifically for internal files. 
  15. Click Save. The file now appears in the Task Input panel.
    Updated Task Input File 2
  16. Now you need to remove this bundle from all activities in the workflow. Go to a given activity panel and click Edit Bundle Icon. A new window appears.
    Bundle Assignment Window
  17. Deselect the tickbox for All Bundles
  18. Now you need to select which bundles will be assigned to this activity. To have a bundle be available for an activity, either double-click on the name of the bundle or select it and click Add. Bundles which appear in the Selected Items list  represent bundles assigned to the activity, and bundles which appear in the Available Items list represent bundles not assigned to the activity.
  19. Click Save.
  20. Repeat steps 16-19 for all activities in this workflow. 
  21. The bundle should now not be assigned to any of the activities included in this workflow. To ensure that the bundle is completely unassigned, click on the bundle in the Task Input panel. If a bundle is assigned to an activity, the arrows will be blue. If the bundle is not assigned to an activity, the arrows will be grey. 
    Updated Workflow Graph


    To ensure that the bundle is completely unassigned, click on the bundle in the Task Input panel. If a bundle is assigned to an activity, the arrows and the activity panel will be blue. If the bundle is not assigned to an activity, the arrows will be grey and the activity panel will not be highlighted. 

    A bundle which is assigned to both the activity and the Task Output.Assigned Bundle
    A bundle which is not assigned to both the activity and the Task Output.Unassigned Bundle
  22. Click Save. Now when you click Start Workflow, the internal files will be unavailable to the providers and customer.