Show/Hide Toolbars

Thereforeâ„¢ Help

Categories can be broken down into subcategories based on the entries in a keyword dictionary or primary field. These subcategories then allow document permissions to be set for each entry.  In addition subcategories can be used to refine retention policies. (E.g., a keyword dictionary with department names could be used to exclude documents from a certain department from a retention policy).

 

info

When using a primary field, the unique identifier MUST be an integer, but the dependent fields will be shown in the name column.

 

Right-clicking on a specific subcategory opens a context menu. Note: only for keyword dictionaries.

SD_R_Design_Keyword_Dictionaries_Subcategory_002

Edit Subcategory...

Opens the relevant keyword dictionary.

 

Right-clicking on a subcategory opens another context menu.

SD_R_Design_Keyword_Dictionaries_Subcategory_003

Security

View and edit role-based access for anything below this node.

Tutorials: Role-based access