+2Is it possible to allow users (with CLM Viewer permission) to only access documents from their own sector?
For example, I’ve set a user persona as Finance. Therefore I want this user to view documents only if their sector attribute is Finance.
I’ll take suggestions 😁
Best answer by Pawan Gangwani
Hey
Link: Automated Workflow Steps - Update Security
+15Hello
If you are looking set the permission to view a document, will be done through the Workflow but if you wanna set the permission on the folder then it is gonna be very easy to set.
+2 Hello
Thank you for your answer. I just learnt how to set permissions at folder level. But you got me curious on how this would be done.Could you detail that workflow soluction a bit more?
If you are looking set the permission to view a document, will be done through the Workflow
+15Hey
Link: Automated Workflow Steps - Update Security
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
