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Question

Question

Visible template field for individuals outside the company

asked on March 23, 2017 Show version history

I have field workers that fill out daily reports. Once submitted it is sent to the Repository. Workflow then emails the manager for approval. If approved by the manager workflow sends an email to the customer with the daily report attached. There is a field in the template named "Customer Review" (this is a list field for the customer to choose approve or deny). How can I limit the customer to only seeing this one field when they open the attachment?

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Replies

replied on March 27, 2017

There's not much to go on, but assuming your customers open the documents in Laserfiche, you can set up field security so only the one field is visible to them. 

If that's not the case, please provide more details on how they access the documents.

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