Changing the security of existing documents

You can change the document security for existing documents, security groups and individual employees.

To change the security of an existing document

On the Analyse Documents page, Find Documents page or a Documents tab, select the document.
Select Properties on the Tasks bar.
or
Select Properties from the right-click menu. The Document Properties window opens.
Click Security. The Document Security window opens. The Use Default Filing Cabinet Security option is selected by default and sets the document to have its security access level set by the filing cabinet.
Select the Use Custom Document Security checkbox to change the employee security access to this document.

To change the security of employee security groups for existing documents

Click the Security Group tab on the Document Security window.
Change the security settings of the employee security group for the existing 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 existing documents

Click the Employee tab on the Document Settings window.
Change the security settings of an employee for an existing 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.