How to make a Document Read Only in NetDocuments

In the example below, we want to make a document Read Only. You could use the check box to choose multiple documents.

Step 1: Check the box next to the Document and Click More

Step 2: Click Modify Access

Step 3: The Modify Access Screen Appears

Step 4: Click the Box Next to Default Access and Click Remove

You should be the only person listed. If you are not listed, you will need to add yourself and remove everyone else.

Step 5: Choose Everyone

Step 6: Change the Rights to V and click Apply

NOTE: Under Security Template,  Click Save New Template

Give it the name Read Only and Click Save

Now when saving a document, you will have a Read Only Option