How to set up Document Security
Set up Document Security
- On the main menu, click File > Maintenance > Security > Document Security.
- On the Library, from the drop-down list, choose the Library you want to apply security to, as per example below Client.
- On the Group, from the drop-down list, choose the Security Group you want to apply security to, as per example below Central User.
- The grid will list the Document Type according to the library chosen; check the boxes to apply the security for each document type i.e. Add, Edit, Delete and View.
- Repeat the steps 1-4 to each Library and to each Security Group.
- When you complete the setup click OK to close the Document Security window.