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How to apply a Security Rule to a Document
How to apply a Security Rule to a Document
Updated over a week ago

Once a Security Rule has been created, it’s ready to apply to a Document. Security Rule are applied at Document level, which means they will be added to all Versions stored within it.

💡 Example

CitylifeBank have create a newsletter Document that contains a version for 'January', 'February' and 'March' - each version will use the same security rule.

Apply a Security Rule

  • Navigate to a Document.

  • Select the ‘Security Rules’ tab.

  • Choose the Security Rule from the drop-down list.

  • Select ‘Save’.

The Security Rule will then display on all Versions created within the Document.

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