Changing security for new documents

By default, document security is set by the Filing Cabinet to which the document belongs. Security can be changed for individual documents. To do this, you must have Create rights for the Filing Cabinet to which the document belongs.

You can change the security settings for new documents, security groups and individual employees.

To change the security of a new document

Create the new document, following the instructions in Creating new documents, but do not click Finish on the Profiling tab.
Click Security. The Document Security window opens, with the Use Default Filing Cabinet Security checkbox selected by default. In this mode you can view the settings but make no changes.
Select the Use Custom Document Security checkbox. This option enables you to make changes to the document.

To change the security of employee security groups for new documents

Select the Security Group tab on the Document Security window.
Change the security settings for the employee security group on the new document.

- To allow an employee security group access to this document, select the employee security group in the Available Security Groups table and click
  . The selected employee security group is removed from the Available Security Groups table and displayed in the Custom Document Security Settings table.
- To allow all employee security groups access to this document, click
  . All of the available employee security groups listed in the Available Security Groups table are removed and displayed in the Custom Document Security Settings table.
- To remove an employee security group from having access to this document, select the group in the Custom Document Security Settings table and click
  . The selected employee security group is removed from the Custom Document Security Settings table and displayed in the Available Security Groups table.
- To remove all employee security groups from having access to this document, click
  . All of the available employee security groups listed in the Custom Document Security Settings table are removed and displayed in the Available Security Groups table.
- To remove the rights for an employee security group to Read, Create, Edit, Delete or Archive this document, deselect the appropriate checkboxes. To give rights for a employee security group, select the checkbox.

To change the security of individual employees for new documents

Click the Employee tab on the Document Security window.
Change the security settings of an employee for the new document.
- To allow an employee access to this document, select the employee in the Available Employees table and click
  . The selected employee is removed from the Available Employees table and displayed in the Custom Document Security Settings table.
- To allow all employees access to this document, click
  . All of the available employees listed in the Available Employees table are removed and displayed in the Custom Document Security Settings table.
- To remove an employee from having access to this document, select the employee and click
  . The selected employee is removed from the Custom Document Security Settings table and displayed in the Available Employees table.
- To remove all employees from having access to this document, click
  . All of the available employees listed in the Custom Document Security Settings table are removed and displayed in the Available Security Groups table.
- To remove the rights for an individual employee to Read, Edit, Delete or Archive this document, deselect the appropriate checkboxes. To give rights for an employee, select the checkbox.
When finished, click OK on the Document Security window to save the security settings for this document.