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How to make a Document Read Only in NetDocuments

By May 25, 2022June 5th, 2022No Comments

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

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Step 2: Click Modify Access

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Step 3: The Modify Access Screen Appears

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

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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

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Step 6: Change the Rights to V and click Apply

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NOTE: Under Security Template,  Click Save New Template

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Give it the name Read Only and Click Save

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

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