Inheriting Security Level from Container

Shelley Mac 5 months ago

Hi,

We are using 10.1 Patch 5 is there a way to ensure that documents security level (which are default to Official) is updated to be in line with the container it is placed within, i.e. a Personnel file is Official - Confidential. At the moment I receive security breach emails only when a document is placed into a Personnel file as the document's security level is official the personnel file is rated higher. Would it be better if I created a personnel document and set the security level of that to Official - Confidential.

I had assumed when setting the Copy Style of a document to "Same As Container" that not only would the access controls update to that of the container but also the Security Level would also.

Kind regards

Shelley

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+1 [Scotty] 😬 5 months ago

Hi Shelley,

On the personnel file record type -> general page there is a setting for 'Behaviour for handling less secure contents'. Set it to Update Document Security

-Scotty
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0 Shelley Mac 5 months ago in reply to [Scotty] 😬

Thanks Scotty, I knew there was something like that for behaviours but I couldn't see it yesterday *face palm* appreciate your response.
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Inheriting Security Level from Container

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