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Specifying Access Rights to your Documents

OfficeTalk lets you define other users' access to any documents, such as letters and faxes, that you create. If a user is given full access to a document then the user may edit the document and even delete the document from the system.

You can grant access to a document in the following way:

Bring up the Document property sheet by clicking on the document using the right mouse button in the History tab under the appropriate company or contact, and selecting Edit… from the context menu. Select the Access page.

· Specify whether this is a private, personal or public document by selecting the appropriate radio button. If you select the Private radio button then only you, the owner of the document, will have access to the document. If you select the personal radio button then other users' access to this document will depend on their general access to you. If you select the public radio button, then all users will have full access to the document.

Note that you may not have sufficient access to mark the document as a public document. This may be changed by a supervisor. For more information, see Restricting Access to Modes .


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