If you have a form that requires sensitive customer information like credit card numbers or social security numbers you can restrict access to those forms. That way, only a manager will be able to access those documents at a later date.
- To get started, in the main Data Entry window go to Manage and select Document Management to open up the Document Management Configuration window.
- To restrict access for an existing document type select the document type and click the Edit button.
- Check the Manager Restricted box.
- Select a grace period. This will be the amount of time a staff member can still access the document after it's created before it requires manager access to view.
- Click OK to save.