Document permissions example - Allow Access option
Scenario: Firm administrative staff members require permission to read, add, and edit documents in the CLIENTS drawer for the “Firm Client” only.
- In theGroupsfield, select the group to which document security settings will apply.For this example, a special group (CLIENTS [RAE] 99999 ONLY) has been set up so that users assigned to this group will have access to only documents (read, add, and edit privileges) in the Clients drawer for Client 99999.
- Select the appropriate FileRoom from theFileroomsfield.
- Select theClientsdrawer.
- Select theAllow Accessoption.noteConfiguring document security to allow access for certain values (such as Client Number) will allow access (read, add, and/or edit) to applicable documents while preventing access to all other documents in the drawer.
- Select theClient Numberindex.
- In the field, enter99999.
- Select theAddbutton to add the value to the lower right pane.
- Repeat the previous three steps for each index you want to add.
- When you are done adding indexes, select theSavebutton.
