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 Documents as a valid user group

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 Documents as an invalid user group

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 for Protected Documents

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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