Restricted Documents

Sensitive documents can be hard to manage, requiring special clearances for access. This functionality lets administrators define which documents are restricted from the typical project configured access and security settings and which users are authorized to view them. For example, documents governed by the Restricted Document filter will not be subject to applicable distribution rules that may also affect this document. Once defined, those documents cannot be transmitted to unauthorized users.

If you are interested in enabling this on your project, contact support@ineight.com

To Restrict Document Access:

1. From the Document Register, go to More, then, Restrict Document Access.

   

2. In the Restricted Document Access screen, click to set the conditions.

   

3. Once the conditions are set, select OK.

   

4. In the Restricted Document Access screen, select to set users that have access to the Restricted Documents.

   

5. Once you select users, contact groups or roles and select OK.

   

6. To apply the conditions and users, select Save.

   

7. Once defined, those documents cannot be transmitted to unauthorized users.