CDM - Restricting Upload access to the To Client folder

Owned by
Debby Gibson
Jan 22, 2019
1 min read

It is possible to restrict access to staff to not allow them to upload files directly to a "Yellow" "To Client" folder or sub-folder

Instructions

There are a number of settings which must be considered

Setting the Upload document status
  1. Select Admin / Customise
  2. Define an "Upload Status" e.g.: Uploaded.  This then becomes a Workflow status which is either granted or not as a permission to staff
  3. Click the Apply button to save your changes
 Adding the Permission access to relevant staff

Note that this may be performed at an individual staff member level, or via Teams.

  1. Select Admin / Employees
  2. Edit a relevant Employee and click the Doc Mgt tab
  3. Define the Workflow Status for the Upload Status that was defined above; e.g.: Uploaded
  4. Include the option to Set this status, but do not include the option to Publish this status
  5. Click the Update button to save your changes