Assign or remove a security policy

A security policy controls the security settings for a document based on the record's state in the object store. A security policy consists of two or more security templates that define the security for a record class based on the record's version state. The security policy can assign a different security template to the record for each version state: Released, In Process, Reservation, and Superseded. As the record is checked out and in, or promoted or demoted from one version to another, the security policy determines how the security of the record automatically changes. For more information on security policies, see Security policies.

To view the security policy assigned to a record

  1. Navigate to the record by browsing or searching.
  2. Click the Get Info icon.
  3. Click Security to view the security information. The security policy is displayed above the list of users and groups.

To assign a security policy to a document

  1. Navigate to the Security view of the Information page for the record.
  2. Click Assign Policy. The Select Security Policy page opens.
  3. If needed, select a security policy subclass from the list of classes.
  4. Click on a class name to add the class to the Path.
  5. Click Select below the desired security policy description.
  6. Click Apply to save your changes.

To remove a security policy from a document

  1. Navigate to the Security view of the Information page for the record.
  2. Click Unassign Policy.
  3. If needed, manually change security permissions. If the security policy was the only source of security for the object, apply direct permissions. For information about applying direct permissions, see Set or modify an object's security.
  4. Click Apply to save your changes.