New Document Security Facility

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If you have the security option, you’ll see ‘Document Security’ under the ‘Management’ tab.

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Document Security groups will be shown within the above screen. From this screen, you can either create, open/edit or remove a group.

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When either creating or editing a group, you’ll be presented with the above screen.

You can disable features such as creating, copying, downloading, deleting, emailing, renaming, opening, converting a document or folder.

To add a location that you wish to disable features within, first click ‘Add Location’. You can then select either risk, risk documents folder, company documents, personal documents or apply system wide.

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Adding a risk: -

Click the ‘Add Risk’ drop-down. Then enter a keyword associated with a risk such as a title, assured, post code, etc. The relevant risks will then be returned within the results grid. To select a risk, tick the box next to the desired risk, then click the ‘Add Location’ button.

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Adding a risk documents folder: -

Click the ‘Add Risk Documents Folder’ drop-down. Enter a risk number and then the relevant directory will appear within the tree view. Select the desired folder and click ‘Add Location’.

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Adding a company documents folder: -

Click the ‘Add Company Documents’ drop-down. Select the desired folder, then click ‘Add Location’.

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Adding a personal documents folder: -

Click the ‘Add Personal Documents’ drop-down. Select the desired folder, then click ‘Add Location’.

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Add system wide: -

Click the ‘Add System Wide’ drop-down. Tick ‘Add permissions system wide’, then click ‘Add Location’.

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Add file to a group: -

Go into the desired risk documents area. Select the relevant file and then click ‘Add to Document Security Group’.

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Note: - Only users with the Document Security option code will be able to add files to a Document Security group.

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All Document Security groups will appear within the above screen. Select the group that you’d like to apply the file security against. Then click ‘Add to Group’.


Add user(s) to a group: -

Click ‘Add User’ on the ‘Maintain Document Security Group Profile’ screen.

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Select the users you’d like to add to the group, then click ‘Ok’.

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Sam StopplerComment