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. Click Actions.

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


  3. Create a new rule and set the restricted conditions for the document.

     Restricted Document Access with restricted condition

    You can also modify the conditions of existing rules instead of creating a new rule.

  4. Click Edit user list.

  5. Select the company.

  6. Select the contact and click the arrow icon.

    Select contact to retrict access

  7. Click Apply.

  8. Click Save.