Set properties
Before defining the properties for the new policy, you must select a class for the security policy. By default, all security policies are assigned to the Security Policy class, but your site administrator can create custom subclasses.
Required properties are indicated with an asterisk. The properties available depend on the class you select.
You need to determine how the security policy handles explicit changes to the document's security as the document changes from one version state to another. For example, a user with proper access permissions can modify the security for a specific version of the document. If you want to propagate these changes when a different security template is applied by the security policy, then you must set the Preserve Direct Permissions property to True. If this property is set to False, then any explicitly set security changes are not carried forward when the next security template is applied. If the document changes states, and there is no security template defined for the new state, then this setting is ignored.
To set the security policy properties
- Click Select or Change Class next to the Class field to specify a class for the new security policy. Navigate to the class and click its name.
NOTE Once the security policy has been saved, you cannot change its class later.
- Type the Display Name for the new security policy. This name will be displayed in the Security pages for documents that use this policy.
- Type a description for this new security policy. The description appears beneath the name when policies are listed so you can modify them.
- Determine how the security policy handles explicit changes to the document's
security.
- Set the Preserve Direct Permissions property to True to keep explicit security settings whenever a template from the policy is applied.
- Set the Preserve Direct Permissions property to False to remove explicitly set permissions whenever a template from the policy is applied.
- If there are additional properties for this security policy class, set them as needed.
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