Question

prevent user from moving documents into a folder

Updated May 13, 2015

asked on May 13, 2015

I have seen posts about preventing users from moving documents from a folder but my scenario is different. I need to allow documents to be created within the folder along with allowing the metadata to be updated. However, I do not want the user to be able to move documents into the folder. How do I accomplish this? I 'allow' browse, read, create document, and write metadata on the folder. Thanks in advance.

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Answer

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replied on May 13, 2015

Hi Bonnie,

Standard access right configuration won't allow for this scenario where users can create new documents in a specific folder, but can't move existing documents into this folder, while still allowing the documents to be moved into other folders.

However, you can achieve this with the use of a Workflow business process. For the user in question, deny them the "Create Documents" right on the folder. Then create a business process in Workflow which creates a new document into that specific folder. The user in the Workflow connection profile should have rights. That way, the user in Laserfiche can run the business process if they need to create a new document in that folder, but they won't be allowed to move documents themselves into that folder.

Regards

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replied on May 13, 2015

Have you tried the create documents and not allowing?

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replied on May 13, 2015

That prevents documents from being created within the folder which is needed.

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replied on May 13, 2015

Hi Bonnie,

Remove for the user the feature rights MOVE (administration console).

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replied on May 13, 2015

Thanks for the reply.

I need the users to be able to move documents to some folders, but not to this one particular folder, so that will not work. Thanks.

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