Viewing Protected Documents

Viewing Folders

STEP-BY-STEP
  • 1
    Mouse over on folder and file to see more details (icons) about the folder
    • Total number of Files - Folders (1): You can see the total number will be contained of documents files and folders.
    • The total number of Files Read - Not Read Yet (2): You can see files read or not read yet in this folder of this user.
    • The Lock icon (3): A lock icon will appear next to each folder. It will set limit view settings for a folder with permission.
    • The Feedback icon (4): Feedback on the folder or files.
    Protected Documents

Viewing Files

STEP-BY-STEP
  • 1
    Mouse over any Files
    • The Date/Time the file is last modified
    • The Read/Unread Icon shows the status or Read of Unread for this user
    • The File Feedback Icon allows the user to provide feedback on the protected document.
    Protected Documents

Viewing Protected Docs - Valid User

STEP-BY-STEP
  • 1
    The user is part of the group Technical Staff
  • 2
    Protected Documents are viewable by group Technical Staff
  • 3
    The user navigates to a page containing a Protected Document
  • 4
    The folder structure is shown
    Protected Documents

Viewing Protected Docs - Invalid User

STEP-BY-STEP
  • 1
    The user is part of the group Projects Staff
  • 2
    Protected Documents are viewable only by the group Technical Staff
  • 3
    The user navigates to a page containing Protected Documents
  • 4
    No Folders or files are visible (the user is not part of the group project Staff)
    Protected Documents

Setting View Rights - Protected Docs

From the web page

This can only be done if you are part of the group ProtectedDocumentAdmin or a full admin

STEP-BY-STEP
  • 1
    Log in as an administrator and go to the Admin Dashboard.
    Learn how to log in here →
  • 2
    Browse to any page containing protected documents
  • 3
    As a ProtectedDocumentAdmin, on mouse-over of a folder, the usual icons appear along with a Lock icon for managing access
    Protected Documents
  • 4
    Clicking the lock icon opens a new window to set view permissions for the folder.
    • Groups - the user group who can see these folders
    • Companies - the company name that can see these folders (Company Names are part of the user's contact record)
    • Company Types - company types who can view this folder
  • 5
    Start typing the name of the group, company or company type to enable view rights to those users.
    Protected Documents




From the Admin Module

STEP-BY-STEP
  • 1
    When you click on Protected Documents, all folders will be shown
  • 2
    Mouse over any folder to see the lock icon
  • 3
    Click the lock icon (as shown above in web page access) to set the view rights for a folder
    Protected Documents
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