Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Administration

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.
  1. In the
    Groups
     field, 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.
  2. Select the appropriate FileRoom from the
    Filerooms
     field.
  3. Select the
    Clients
     drawer.
  4. Select the
    Allow Access
     option.
    note
    Configuring 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.
  5. Select the
    Client Number
     index.
  6. In the field, enter
    99999
    .
  7. Select the
    Add
     button to add the value to the lower right pane.
  8. Repeat the previous three steps for each index you want to add.
  9. When you are done adding indexes, select the
    Save
     button.

error-icon

error-close