Set the object's security

Use the Set Security step to define the security for the new object. You can define a specific set of users and permissions for the new object, and you can hide the security page if needed.

To set the security for a new object

  1. Document entry template only. Optionally, assign a security policy to the document. Click Assign Policy to view the available security policies. For more information on security policies and their application, see Use a Security Policy.
  2. Optionally, add or remove users or groups.
  3. If needed, change the access rights for a specific user or group.
    1. Click the user or group name.
    2. Select or clear the check boxes to allow or deny each permission level as needed. For more information, see Manage Security.
  4. To prevent users from viewing or changing the Security settings when adding a new object, select Hide Set Security step. By default, the security page is displayed.