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Question

Document filed in restricted folder but shortcut isn't...

asked on May 19, 2016

All of our invoices are stored in a secure folder that only few people have access to. However, I have a certain type of invoice that I want many to be able to see.  I want to keep the original invoice in the secured folder with all the others but I would like to put a shortcut in the public folder.  If they click on the shortcut in the public folder, will they be able to access the document in the secure folder?  I don't want to have to make a duplicate to put in the public folder, I would rather have the shortcut.  Can workflow maybe change the rights assigned to a shortcut?

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Replies

replied on May 19, 2016

Hi Shelia

I have done something similar for one of our client. Yes workflow can configure assigned rights. But unfortunately just by creating a shortcut users wont have access to the file. in your workflow you have to individually assign right to that file before creating shortcut. Hope it helps you.

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replied on May 19, 2016

Yes that helps answer my question. I kind of figured that but I couldn't find a definite answer. I still have some questions on it but that will get me started (thinking anyway!)

 

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