Access to documents
Access to a document can be granted both at the time of creation and at any stage of the document's life cycle. Any employee who has access to a document can grant access to it to other employees of the company or contractors (if the external communications role is assigned).
When you open access to a document, you can select “silent access” for the recipient or with a notification when you want to draw the recipient's attention to this event - they will receive an incoming event in the Active filter of the Events section, as well as an email notification and a push notification to the mobile application, if such notifications and notifications have not been disabled by the user.
Actions that grant an employee access to a document actually include them in the Working Group of that document.
There are several ways to access a document:
Direct access opening
When creating a document, you can open access directly from the creation form.
When sending a message or including in access when adding a file, as well as by the direct action Open access from the corresponding places of the interface.
You can check who has access to a document in the Access settings form.
Include in the sendlist
You can do this when you create a document or later at any stage of working with the document before it is registered.
In this case, access will be granted when the document is registered. You can use sending templates or document templates to easily create a sendlist.
Granting the right to read the register
The position will automatically, regardless of the document author's wishes, get access to all documents registered in the corresponding registration journal.
For flexible document access control, you can create multiple journals, depending on which documents are available to whom.
Closing access to a document
This article describes how to close access to a document, as well as to any other system object.
This article describes how to close access to a document that is registered in a journal and for which read access has been granted because the system does not allow such a direct action.
You can close access in one of the following ways:
Remove the permission for an employee to read the register in which the document is registered
Change the register in which the document is registered (after deleting the event of its registration) to the one to which the employee does not have read access
Delete the document if you have the appropriate right, and if the content of the document needs to be saved, copy it first to registered in another journal
