Create Document Access Template
Explanation
This activity is used to create an access template for a document class. When
a document is created, it will inherit the access restrictions specified in the
access template for the document class. According to the access template, users
will get view, edit or admin access to the document.
Access templates can be enabled and disabled as required.
Prerequisites
A document class must be defined.
System Effects
This access template will then be the default access template for the
document class and will be applied to each document revision created for the document class.
Window
Document
Basic
Related Window Descriptions
Document Basic
Document Basic/Access Template
Procedure
- Open the
Document Basic window and click the
Access
Template tab.
- In the Document Class field query for a document class value. A value
is automatically entered in the Description field.
- Double click on the lower table to create a new record.
- Enter a valid value for the Group ID or Person ID
field. Use the List of Values to find and insert valid values. Enter a
value in either field also enters a value in the Group Description or
the Person Name field.
- To determine document access for the group or person,
select any or all of the Edit
Access, View Access or Admin Access
check boxes.
The access template will be
enabled by default.
- Enter explanatory text in the Note field.
- Click Save.
- To add another row, repeat steps 3-6.