Security
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Displays documents and links entered through Document Manager at the level Desktop Object and Desktop Object Agency Desktop.
To view all documents with a particular file type, select from the Type dropdown. Options available are:
All Types
Form
File
Document
Policy
Procedure
Link
To view a document, click on the File icon.
Employee Office Security applies to this Desktop Object.
If the employee is limited to specific Offices in the Advantage | Security | Employee Office application, only the documents attached at that Office Level will be available.
If the employee is not limited to specific Office(s), but has a default Office assigned in the Advantage | Maintenance | Accounting | Employee application, any documents attached at that Office Level and documents attached not associated with an Office, will be available.
If the employee is not limited to specific Office(s) or is not assigned a default Office, all documents attached to the Agency Level will be available.
If a document was uploaded in Document Manager as Private, Group Application Security must be marked as Allowed for Document Manager - Private Documents.
Displays documents and links entered through Document Manager at the level Desktop Object and Desktop Object Executive Desktop.
To view all documents with a particular file type, select from the Type dropdown. Options available are:
All Types
Form
File
Document
Policy
Procedure
Link
To view a document, click on the File icon.
Employee Office Security applies to this Desktop Object.
If the employee is limited to specific Offices in the Advantage | Security | Employee Office application, only the documents attached at that Office Level will be available.
If the employee is not limited to specific Office(s), but has a default Office assigned in the Advantage | Maintenance | Accounting | Employee application, any documents attached at that Office Level and documents attached not associated with an Office, will be available.
If the employee is not limited to specific Office(s) or is not assigned a default Office, all documents attached to the Executive Level will be available.
If a document was uploaded in Document Manager as Private, Group Application Security must be marked as Allowed for Document Manager - Private Documents.
Security