Security

doc-link security allows control over documents, stamps, workflows and statuses, Smart Forms, and the actions that can be taken on documents. Security can be defined at either the document level or property level. Virtually every aspect of doc-link can be configured to accommodate a wide spectrum of businesses and their individual security needs.

Configuring doc-link Security consists of the following tasks:

• Create roles.
• Create users.
• Assign users to roles.
• Create and assign secure property filters.

Roles

Administrator Role

Configuring a Role

Users

Create a New User

Edit a User Account

Secure Property Filters