Copying security
Prerequisites
- Access to the Configuration > Document > Category (DC043) menu.
- Previously configured category.
Introduction
SoftExpert Document allows copying document security records from one category to another, thus facilitating replication of permissions and ensuring consistency in access control.
This feature speeds up security management and reduces the need for manual configurations.
Copying security
1. Access the Configuration > Document > Category (DC043) menu.
2. Use the search filters to find the category.
3. Select the category and click on the 
toolbar button.
4. Open the Security > Document section of the category.
5. Select the desired permissions and click on the 
button from the sidebar toolbar.
6. Select the categories to which the permissions will be copied.
7. Once done, click on the 
button.
8. Confirm the system message.
All security configurations defined in the selected categories will be replaced by the new ones.
Conclusion
With security copying, it is possible to quickly apply the same permissions to other documents, ensuring standardization and proper access control. After copying, review the permissions to ensure they are in accordance with the needs of the document.