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Question

Question

Prevent document copy to folder

Web Client Workflow Version 10
Updated August 5, 2016
asked on August 5, 2016

Is there any way to prevent a user from copying documents to a specific folder? 

The use-case is that we have a folder that is monitored by workflow processes.  Any documents dropped into that folder are subsequently moved to another folder by some workflow process.  Therefore we want to allow users to import documents from outside the repository and to move documents to that folder, but copying the documents will result in a duplicate document within the repository, and this duplicate document is what we wish to prevent.

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Answer

SELECTED ANSWER
replied on August 5, 2016

Hi Gene,

 

If your goal is to allow users to import documents into the repository but prevent them from creating duplicate documents, Laserfiche Workflow would be the best tool for this task. The reason why there are no feature rights or entry access rights specifically for copying and pasting entries in the repository is because a user can simply import the same document to create a duplicate entry. Using Laserfiche Workflow, you can create a workflow definition to identify a duplicate document every time a document has been copied, then move the document to a folder or delete the duplicate document. Here is an example of the starting condition:

 

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