Assign Rights to a Document

Use the Access Control option on the Document Profile to restrict the access that other users have to your documents.

By default, the user who creates a document has all rights to the document. The user can also define trustees for the document and assign each trustee different access rights, ranging from read-only to full access rights.

To assign trustee access rights for a new document:

  1. With a Profile entry form displayed, select the Secure Document option.

  2. Click the Edit Security button to access the Security window.

To assign or modify trustee access rights for an existing document:

  1. Find the document using the Quick Reference, Quick Searches, Folders, or Search page.

  2. From the Document Profile page, select the Secure Document option.

  3. Click the Edit Security button to access the Security window.

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