Restricting staff access to scanned documents

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.

  1. To get started, in the main Data Entry window go to Manage and select Document Management to open up the Document Management Configuration window.
  2. To restrict access for an existing document type select the document type and click the Edit button.
  3. Check the Manager Restricted box.
  4. 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. 
  5. Click OK to save.

 

 

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