- To create a Document Privilege file, expand the "User" Maintenance folder,
expand the desired "User" Group folder,
expand the Document folder and click New.
Note:
- The "User" may stand for Client,
Guest or User.
- Select from the available Document Groups shown. If there are more than
ten (10) available Document Groups, an extended search engine will appear.
Click here for details
on using this search engine.
Note:
- If you do not want to use the extended search engine,
close the extended search engine and use the Next and
Previous buttons instead to navigate through the available selections.
To bring out the extended search engine, click the Search button.
- After selecting the desired Document Group, select the desired
Document/Statement Type from the selections available. If there are
more than ten (10) available Document Types, an extended search will appear.
Click here for details
on using this search engine.
Note:
- If you do not want to use the extended search engine,
close the extended search engine and use the Next and
Previous buttons instead to navigate through the available selections.
To bring out the extended search engine, click the Search button.
- Once the desired Statement Type has been selected, this will bring out the
New Document Privilege form. A sample of the form is shown below.
- To grant privileges, click to select the appropriate radio button beside the option selected.
- As for the rest of the fields;
Record Status,
Date Valid From,
Date Valid Until, and
Remarks, click the
links for details.
- If you want to clear all you have entered, just move your
mouse over the Clear button and press your left mouse button. This will also
restore all default settings.
- Once you are sure about your entries, simply move your cursor over
the Save button and press your left mouse button. A confirmation will appear
either the action taken was a success
or an error has occurred.
- Click the Document Type button to go to the available Statement Type selection
screen.
- Click the Search Document Type button to bring out the extended search engine
to perform a specific search of Document Type available.
Click here for details
on using this search engine.
- Click the Document Group button to go to the available Document Group
selection screen.
- click the Search Document Group button to bring out the extended search engine
to search for a specific Document Group.
Click here for details
on using this search engine.
- Click the Cancel button to exit the operation and return to the welcome page
or main menu.
- Click the Help button to bring out the help guide for the current page.
Note:
- The Search Document Type and Search Document Group buttons
only appear when there are more than ten (10) available selections of Document Types
or Document Groups respectively.
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