My company is getting ready to start storing employee files in Laserfiche. One of the things I am trying to do is restrict that information so only select people have access to it, I have made Security Tags but I can't find a way to dynamically add them on to the document via Workflow or Forms.
The process starts with a Form that HR uses to upload the document, select document type, employee name, site and department, from there Forms throws it into the employee's file or makes the file if needed, then I want Workflow to start and collect the Metadata and apply Security Tags for the Site and Department to insure only the select individuals will have access.
However, the Assign Tags option does not let me apply Tags based on Metadata. Theoretically, I could make 91827638736491 WorkFlows for each document type and site to scan and apply the Tags but this should have as little moving parts as possible.
Any and all help would be greatly appreciated!