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Question

Question

Use Workflow To Restrict Access To A Folder and Content To Specific User

asked on June 18, 2024

Dear All,

We have a scenario in which a Senior Staff can route  the shortcut of a document to a User's default folder and the user will receive notification. We have several users with own folder and anyone who is assigned a document receives a shortcut of that document in their folder This is working.

How ever we want that the folder is available only to the user who owns the folder and nobody else and that the routed document  can only be seen by the person that it is routed to. Is there a way to achieve this using workflow. 

I thought of assigning Security Tag to Users using workflow but this doesnt seem to be the right way to go. 

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Replies

replied on June 18, 2024

What you are looking for is the "Assign Rights" activity in Workflow.

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replied on June 18, 2024

Can you explain what you're trying to accomplish? Why are you keeping all documents in one folder and handing out shortcuts to users if you are trying to keep everybody but the one user working on the document from seeing it? Wouldn't it be easier to just move the document to the user's folder? That way you can set up security on the user's folder to keep out everybody else and any document placed in there would inherit security and you would not have to change it one document at a time.

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