PS Help: Document Manager
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Security settings in Document Manager control who is allowed to create, edit and delete a particular document (or a group of documents in a Filing Cabinet).

There are three levels of security:

  • employee on the document

  • security group on the document

  • security groups on the Filing Cabinets.

Slightly different methods are used to set security on new and existing documents.

 
Related topics

Changing security for new documents

Changing the security of existing documents

Using file notes

Linking documents

Checking in and checking out

Exporting

Importing

Versioning documents

Document status

Assigning a document to a different client

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Document Manager
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