Account Manager : Active Document Data Policies
Active Document Data Policies

Active Documents supports policy-based data access restrictions for users. Each company can define data filter policies based on sender and receiver addresses, document types, and other data elements, and assign users to those policies to limit which sets of transaction data they can view and work with in Active Documents.

To define an Active Documents data policy

1
Click Service Configuration > Policy Definition.
2
On the Policy Definition Listing page, click Create.
3
On the Create Policy Definition page, enter the Definition Name and a short Description.
4
In the Template Name dropdown, select the applicable template. The page adds fields.
5
Enter the applicable values.

Notes:

*
You can enter more than one value in each field.
*
Separate each value with a comma.
*
Do not surround the comma with any leading or following spaces.
6
To assign users to see what this policy generates, click the Assign Users tab.
7
Click Save.

16.2 release. Updated October 23, 2016


Trading Grid Online User Guide PDF


Copyright © 2016 Open Text. All rights reserved.
Trademarks owned by Open Text.