How to apply a Security Rule to a Document

Once a Security Rule is created, it can be applied to a document. Security Rules work at document level, meaning they will apply to all versions contained within it.

Steve at CitylifeBank has created a document called CLB News, that contains a separate version for each month of the year. When he applies a security rule to the document, it automatically applies to every version.

Navigate to a Document.
Select the ‘Security Rules’ tab.
Select a security rule from the drop-down list.
Select ‘Save’.