Top Menu Ribbon

Explore Job Aids for more help:

Job Aids

This menu is located at the top of the Documents module and allows access to various functionalities on documents:

  • Document Activities
  • Manage Security
  • Mass Coding
  • Import
  • Export
  • Email
  • Move to Study Start-Up
  • Print
  • Compare
  • Local Search
  • Documents Cart

The options available in this dropdown menu are only available once a document has been selected in the grid and are a subset of the options available in the Document Activities menu mentioned in the section above.

Refer to the Document Activities Menu section for a more detailed description of these options.

Manage Secuirty

To manage folder security, follow the steps below:

  1. Click Manage Security from the top ribbon bar. The Manage Security window opens.

  2. Within the Target* section, click on the Folders tab and select the folders to apply security to. To search for a specific folder, enter the search term in the search box.
  3. Click on the All Folders button to apply security to all the folders.
  4. Select whether or not the changes should apply to all subfolders or only to the folders specifically chosen by accessing the Apply same security to the parent folder toggle switch.
  5. Enable or disable the Show Empty Folders toggle switch to display and hide empty folders respectively.

  6. Select a security type by accessing the Select the security update page* dropdown options.

    1. Update existing security: This option leaves all current security definitions in place and adds on any new definitions set in step two of the manage security process.
    2. Overwrite existing security: This option erases all current security definitions and replaces them entirely with the definitions set in step two of the manage security process.
    3. Remove from existing security: This option leaves intact any security definitions already assigned but removes access for any group(s) or user(s) specified in step two of the manage security process.
    4. Restrict access to administrators only: This option erases all current security definitions in place and makes the target files/folders only viewable to administrators.
  7. Click on the Next button.

  8. On the Select Groups and Users screen, perform the following.
    • Enter a keyword related to the users or groups, select the required groups and users from the dropdown options and click on the Add button.

    • Additionally, click on the Browse All button and select the required users and groups by navigation to their respective tabs.

    • Once the required groups and users are added, click on the Permissions dropdown and provide the necessary permissions.

      1. Full Access: Users have unhindered access-level-appropriate access to the documents.
      2. Read-Only Access: Users can only view the documents.
      3. No Access: These users will not even see this folder on their room index and cannot access any associated files.
      4. No Watermark: This option will only appear for rooms in which the watermark option is enabled. It allows the selected user to view the documents in the chosen folders without the watermark.
      5. Proxy Document Owner (For collaborate rooms): This allows the specified user to act as a document owner for any documents contained in the selected folders.

  9. Once all the changes are made, click on the Save button.