Assign Property-Level Filters

If you will not be using filters, skip to Step 4.

This screen allows you the ability to configure security filters based on a pre-defined list of property values. All DocLink inquiries will apply this filter and only return results that match. Continue with the New User Wizard to configure property filters.

1. The Document Access screen opens.
2. Click Add... to open the list of available property filters to use. User can only access documents that are defined in his or her role membership and filtered based on the filtering rules listed in the grid.
3. The Add Property Filter window opens.
   1. Select the filter property, or properties, from the list. Then click OK to exit.
   2. Your property filter is added to the list of currently assigned filters.
   3. Highlight an existing filter and click Edit... to modify an existing filter.
   4. Click Remove to delete a currently assigned filter.
4. Click OK to continue. All configured property filters will be listed in the document access grid. If no filters are defined, the user will have restricted access to documents based solely on all top-level folders and document types defined in his or her assigned role(s).
5. Click Next to continue to Configure a Remote Profile.