This Help topic refers to the following versions;
þ Professional þ Enterprise
Administrators will use the Document Permissions Item located by right clicking the Document and selecting Document Properties, to add or delete Users and Groups and set permissions.
Each DocuXplorer object has its own set of properties and permissions. By default, an object's properties; users, groups and permissions are inherited from its parent object. When a document that is inheriting its permissions from a parent is moved it will then inherit the permissions of the new parent.
Before making any changes to an object's permission properties an administrator must shut off inheritance by removing the check from the "Inherit permissions from parent" box.
The Document Properties/Permissions Dialogue Box consists of;
Users/Groups Dialogue - in this area an administrator can add and delete users and groups for the Document.
Select Permission Level for all objects - this field allows the use of preset permission levels. Preset Permission Levels can also be used as a starting point for creating Custom Permission Sets.
Display permissions by object - allows an administrator to view permissions either by a specific object or for all objects at the same time.
Document Permissions - the permissions that can be set for the Document Object
Document Visible - if checked the document will be visible to that user or group. Leaving the box unchecked will make the document and its index information invisible to those users.
Modify Document Index Data - if checked allows a user or group to make modifications to the index field data associated to the document.
Modify Document Image - if checked allows a user or group to make modification to a document image or attachment.
Delete Document - if checked allows a user or group to delete the document.
Document Event Log Visible - if checked allows a user or group to view Document Event Logs.
Document Versions Visible - if checked allows a user or group to view document versions window.
Check-out/Check-in Documents - if checked allows a user or group to check documents in to or out of the Library.
Send Document To (Printer, Email, etc.) - if checked allows a user or group to use Send To document functions.
Duplicate Document - if checked allows a user or group to duplicate the document.
Move Document - if checked allows a user or group to move a document or Saved Search Document.
Copy, Save As, Convert, or Merge Documents - if checked allows a user or group to copy, convert, merge, or save the document as a new document or Saved Search Document.
Modify Permissions Properties - Allows specified users or groups to modify security permission properties
Inherit permissions from parent - if checked the document inherits permissions from its parent. To change permissions for a document uncheck this box.
Tip:
When Users/Groups are added or a change is made to permissions they do not take effect until the Library or specific Cabinet is closed and reopened at a workstation. When changes are made we recommend that administrators instruct all users to close DocuXplorer on their desktops and reopen.
