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Documents Resource Library Feature in Detail
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How to Make a Document Private:

By default, documents are made available to everyone who has access to the Resource Library.  Use the following steps to secure a document and limit access to permitted users.

 

Retrieve the document using Search For Documents page.

In the Record tab section set Private to YES.

 

 

When Private is set to YES the Security Groups tab section is displayed just below the option buttons at the bottom of the page.

 

 

Check each Security Group that is permitted to access the document.   See the Chapter on Security for additional information including how to create new Security Groups and how to assign users to Security Groups.

Click on Save or Close option buttons to save the new settings.

 

You may also control access to documents by limiting access to Document Categories (see the following section How To Make a Document Category Private) and by limiting access to the Documents Resource Library  (see the Chapter on Security).

 


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