Managing Document Level Security

This allows for security definitions to be set at the individual document level, allowing for the greatest control and flexibility on the security definitions as documents within a single folder can have different security/access rights. If document level security is used, each document will maintain its unique security settings, even as it is moved from one folder to another in the index outline, until its security definitions are changed.

1. Open a folder that contains documents from the Index outline.
2. Select one or more documents from the Document Grid whose security setting you want to modify.
3. Click the Manage Security button located in the upper toolbar. The Manage Security tool opens.
4. Click the button for Selected documents.
5. Select the security update type by clicking one of the four options, as described in the previous section of this guide.
6. Click Next. The second stage of the Manage Security tool populates the window.
7. Using the Groups and Users tabs on the left side of the control window, select the Groups and/ or Users to update security rights for by double clicking on the listings. This moves the Groups and/or Users into the Security grid on the right.
8. Select which security definitions you want to update for the selected group/user, as described in the previous section of this guide.
9. Click Save, and the security definitions are in place.