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Released, In Process, Reservation, and Superseded.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.
To view the security policy assigned to a record:
- Navigate to the record by browsing or searching.
- Click the Get Info icon.
- 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:
- Navigate to the Security view of the Information page for the
record.
- Click Assign Policy.
- If needed, from the Select Security Policy page select a security
policy subclass from the list of classes.
- Click a class name to add the class to the Path.
- Click Select below the required security
policy description.
- Click Apply to save your changes.
To remove a security policy from a document:
- Navigate to the Security view of the Information page for the
record.
- Click Unassign Policy.
- 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 object security.
- Click Apply to save your changes.