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Document Relationships or Link Group Permission

Laserfiche Security Version 9
Updated September 11, 2014
posted on September 7, 2014

I have three folders in Repository: "Final Documents" (User can not browse and Read), "Scanned Documents" (User can not browse and Read) and "Users". Users will have subfolder for different user.

 

1 - Scanner operator will scan the documents using Quick Field and select appropriate template for the document. Documents will be stored in "Scanned Documents" folder. Based on template, document shortcut will be available to user folder

2 - User will review the document and will mark it as "Approve"

3 - Approved documents will be moved to "Final Documents"

4 - Now any of the document which is in Users folders, I need to link with a document which is in "Final Documents" and it does not have browse and read permission

 

The issue is if I allow "browse and read" access right on that folder then it will be available in LF Client

but if I don't allow then I will not able to select the file from "Final Documents" to link with another document.

 

How can I set the permission so User should not able to view the folder in LF Client but should able to select the document for relationship in document picker?

 

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replied on September 11, 2014

Hi Ashish, 

 

If your question has been answered, please let us know by clicking the "This answered my question" button on the response.

 

If you still need assistance with this matter, just update this thread. Thanks!

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replied on September 8, 2014

If the user can't browse to the document in the Laserfiche Client, they won't be able to browse to it in the document relationship browser. It sounds like you might be able to have Workflow create the document relationships for you as part of the process, which would bypass the need to have users link the documents by hand. Not only would that solve the security issue, it would be one less step for the users, which is always a plus.

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replied on September 8, 2014 • Show version history

Should work if you allow only read access right to the documents and make sure 'bypass browse' privilege is disabled

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