Document security

Set up Document Security

1. On the main menu, click File > Maintenance > Security > Document Security.
2. On the Library, from the drop-down list, choose the Library you want to apply security to, as per example below Client.
3. On the Group, from the drop-down list, choose the Security Group you want to apply security to, as per example below Central User.
4. 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.
5. Repeat the steps 1-4 to each Library and to each Security Group.
6. When you complete the setup click OK to close the Document Security window.