Restrict Access to a Document

This function allows you to control access to documents.  These instructions assume that the Document Library main edit page is displayed.

To control access to documents:

1. If you need to change the organization, choose the organization from the drop-down list at the top of the page.

2. Select the document that you want to control from the Document List.

3. Click the Restrict Access to this Document radio button in the Functions list.

4. Click the OK button at the bottom of the page.
   The Control Access to this Document page will be displayed.  There are two lists on the page - the Organization list which displays the organization(s) to which you belong, and the Organizations and Groups that can view this document list.  The right-hand list displays the organizations that can currently view the document.

5. If you want add an organization to the view list, select the name from the Organization List and click the Add button.
   The organization name will be added to the right-hand list.

6. If you want to remove an organization from the view list, select the organization name from the right-hand list and click the Remove button.
   The system will display a verification message box so that you can confirm that you want to remove the organization.

7. Click the OK button the verification message box.
   The organization name will be removed from the list and the page redisplayed.

8. If you do not want to restrict access to certain groups within the organization, skip to step #12.

9. Select the organization from the right-hand list and click the Restrict Access to Groups button at the bottom of the list.
   The Restrict Access to Specific Group page is displayed.

10. Select the group that should be able to view the document from the drop-down list on the page.

11. Click the OK button on the page.
    The system will restrict the document to just the group you selected and will display the Control Access to Documents page.

12. When you are through with the function, click the Done button to return to the Document Library main edit page.

13. If you are through with the Library Documents function, click the Done button to return to the Main Information page.

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