View Document Security

Administrator-level users can apply specific document-level security via the Document Activities menu. Selecting View Document Security will open the Document Security window.

Follow the steps below to view the document security:

1. Select a document and click on the View Document Security button from the document activities menu.
2. The Documents Security window will display the users or groups with the access permissions by default if the Inherit folder security is enabled.

   

3. To add additional users or groups, disable the Inherit folder security setting and click on the Browse All button.

   

4. In the Browse Groups and Users window, switch between the Groups and Users tabs and select the desired groups or users.
5. On the Groups tab, use the dropdown menu to filter groups by category.

   

6. After selecting the required groups or users, click the Add (number of members) Members button.

   

7. After adding the groups or users, click the Permissions dropdown to assign the appropriate access level:
   • Full Access
   • View Only
   • No Access
8. Click on the Save button.