Managing Restricted Documents

Sensitive documents can be hard to manage and require 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. Select the document in the Register.
   

2. Click Actions.

3. In the Admin menu, select Restricted Document Access.

   
   

4. Set the restricted conditions for the document.

   
   

5. Click Edit user list.

6. Select the company.

7. Select the contact and click the arrow icon.

   
   

8. Click Apply.

9. Click Save.