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  1. Enable the feature

    1. Click Configure Document Control → Configure Restricted Document Access

    2. Change “Enable Restricted Document Access Feature?” to “Yes”

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  1. Set feature configurations

    1. Adjust the configurations on the Configure Restricted Document Access page as desired.

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  1. Define users who are authorized to view restricted documents

    1. Use the Add Users option to identify the users that will be authorized to view restricted documents.

      image-20240605-194340.png

  2. After the feature has been enabled and configured and all authorized users have been identified click Save.

  3. Perform an administrative update to identify which existing document revisions should be restricted.

    1. A Document Control Administrator can perform this update from Manage Documents → Administrative Update for Document Field Values.

    2. Detailed instructions for performing this type of update are available here: How do I perform administrative updates for field values?

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