Doc360 Setup - Document Security Classifications
You can set up the security types for documents used by your agency in the Document Security Classifications section.
To set up document security classifications:
Click New (or Edit) on the Document Security Classifications section bar, and then enter the following information. When finished, click Add (or Update). The updated information appears in the associated grid. To add multiple entries, repeat this procedure.
Document Security Classifications GridThe following columns are available in the Document Security Classification grid.
Permanent | Displays an "X" for the permanent document classifications in Doc360. |
Description | Displays the description of the classification. You can describe either the level of document security (e.g., Restricted), or the nature of the documents that receive this classification Non-Permanent Group descriptions can be added or changed through the Grid's New/Edit feature. |
Active | If this option is selected, the classification is available on the Security Class selection lists throughout the Doc360 system. |
Default | If this option is selected, this classification is the system default selection on the Security Class selection lists throughout the Doc360 system. Also, it is the default classification assigned to documents when they are imported using the Get Documents tool. |
Document Security Classifications Data Entry FieldsThe following fields are available.
Description | Type a meaningful description of this classification. You can describe either the level of document security (e.g., Restricted), or the nature of the documents that receive this classification. |
Active | If you select this option, the classification becomes available on the Security Class selection lists throughout the Doc360 system. |
Set as Default | If you select this option, this classification becomes the system default selection on the Security Class selection lists throughout the Doc360 system. Also, it becomes the default classification assigned to documents when they are imported using the Get Documents tool. |
Security Group Setup | If you have the proper security access, you can click this link to access the Security Group Setup form. Use Security Group Setup to authorize or restrict security group access to document classifications. |
What's Next?
Do you want to enter additional information in the Doc360 Setup form? See Doc360 Setup for more information.