Assigning Access to specific Documents

Project or Company Administrator to give access to a specific document or document format. This ability is also available to users within a security group that has this security access function allowed.

To assign access to a document:

1. Go to the Documents register.

2. Locate and select one or more documents to assign access.

3. From More select Assign Document Access.

   

4. At the Contacts tab, select the User(s) to assign document access for by first selecting the company and then using the right arrow buttons to select the contacts.

   

5. Click on the Documents tab and select the Formats to give access to by using the tick boxes.

   

6. Tick/Un-tick the option to Grant Access to previous and future revisions at the bottom of the window as required.

7. Click OK when done.