Creating Document Profiles

Creating Document Profiles

Creating Document Profiles

1. Click "Settings"

2. Click "Security Settings"

3. Click "Document Profiles"

4. Select the document profile you need to add a document access to.

5. Click "Add"

6. Select the document.

7. Check the actions you want this profile to be able to perform.

8. Click "Save"




6500.3.6

    • Related Articles

    • Creating Document Security Levels

      Creating Document Security Levels 1. Click "Settings" 2. Click "Security Settings" 3. Click "Doc Security Levels" 4. Click "Add" 5. Enter a description and select the databases that will hold this document. 6. Click "Save" 6500.3.5

    • Creating Document Portal Upload Links

      Creating Document Portal Upload Links 1. Click "Admin" 2. Click "Manage Document" 3. Click "Upload Links" 4. Click "Add" 5. Click the "Server Docs" field. 6. Enter a description for the document 7. Select the header if you want to group documents ...

    • Adding Document Folders

      1. Click "Admin" 2. Click "Manage Document" 3. Click "Doc Folders" 4. Click "Add" 5. Enter Description 6. Click "Save" 1000.4.5

    • Creating Groups

      Creating Groups 1. Click "Lists" 2. Click "Misc Lists" 3. Click "Groups" 4. Click "Add" 5. Enter an Order Number (Optional) 6. Select Category from Dropdown Menu * Tip: * You can click the Blue Bar to add a Category 7. Enter the Group Description 8. ...

    • Viewing Document Emails

      1. Click "Admin" 2. Click "Manage Document" 3. Click "Document Emails" 4. Select Email 5. Click the "Recipients" Tab 6. Recipient(s) will Show with the Last Date & Time the Recipient Read the Email 1000.4.7