Enabling Work Group Access for a Document Record

Security can be set up for a specific document by enabling the Work Group Access Only option. If Work Group Access Only is enabled, only users listed in the Work Group link in the document tree of the Document record are able to view the document. When the Work Group Access Only checkbox in the Document record is checked, it overrides the Document Type Apply Security setting which means that the roles and access rights defined under the Document Type > Securities folder no longer apply and only work group members can perform document functions.

1. From the Document record, click Action > Edit.
   
2. Check the Work Group Access Only checkbox.
   
3. Click the Save button.
   Result: The Work Group Access Only checkbox in the Document record now displays Yes.

See Also

Editing a Document

Deleting a Document

Changing the Document Owner

Changing the Document Role

Creating a New Revision of a Document

Copying a Document Record

Synching the Secondary Format

Changing the Secondary Format Preference

Automatically Expiring a Document

Tracking Content and Profile Viewing History for a Document

Showing Document Access Warnings

Document End User Steps

Document Tree Actions