Global Security Keywords

Global security keywords are similar to security keywords, except that global security keywords are automatically assigned to a document type if the document type uses the keyword as an index field. This capability is automatically applied to newly created document types that use the index field.

To assign a global security keyword to a role, user group or user

  1. On the Navigation Tree, click Rights and Privileges, and select Roles, User Groups or Users.

  2. Click the name of the role, user group or user you want to assign global security keywords to.

  3. Select the Global Security Keywords tab at the top of the page.

  4. Click the Add condition button. A row of fields will appear.

  5. Select a Boolean operator (AND or OR). While the AND operator can be used to link conditions for different keyword types, the OR operator can only be used to link conditions of the same keyword type.

  6. Select a keyword type from the list.

  7. Select a relational operator (equal to (=), not equal to (<>), less than (<), greater than (>), less than or equal to (<=), greater than or equal to (>=).)

  8. Enter a keyword value. To look up available keyword values, click the Lookup button.

  9. To add another condition, click the Add condition button and repeat steps 5-8. To remove a condition, click the Remove button.

  10. Click Save to save the global security keyword configuration, then click Save on the Role (User Group or User) page to assign the global security keyword to the role (user group or user).

To get a list of documents that correspond to the saved global security keywords

  1. Click the Preview button.

  2. In the dialog box that appears, choose the document group and document type from the lists.

The system will display a list of documents that correspond to the defined global security keywords. The list contains the following information:

  • Document name

  • Document type

  • Document data


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