I want to read the white paper (with lots of screen shots) on CRM Customer Relationship Management.
Any user who is allowed to view a document will also be allowed to download it.
Sensitive permission is meant for documents that not every user needs to view.
To setup Document Manager security:
Navigate to File > Security > Manage Roles.
To allow permission to manage Documents:
* everyone may not need this
Tab |
Item |
Action |
Administration |
Documents |
Add |
|
permission to read Sensitive documents -> |
View Sensitive * |
Administration |
Document Manager |
Enable on Menu |