• Document management
  • Back up documents
  • CaseView Repository
  • Create a materiality document
  • Create document milestones
  • Create new documents
  • Document settings
  • Open documents
  • Save documents
  • Set up document defaults
  • Set up permissions
  • Specify document versions

Set up permissions

To preserve the integrity of a CaseView document, you can set up permissions at the document, section or table level. Section and table permissions take precedence over document permissions.

Prerequisites

• Enable file protection in Working Papers (Tools | Protection | Turn Protection On).
• Create user groups with defined CaseView access levels, then assign users to the appropriate groups.
• Establish permissions in CaseView using the corresponding access levels created in Working Papers. If you do not establish permissions, all operations will be prohibited by default.
• Lock Design Mode.

To set up document permissions:

1. Ensure you are working in Design Mode.
2. On the ribbon, click Document | Settings.
3. In the Document Settings dialog, click Document Security.

4. Select the available operation to modify, then select the applicable setting.

   Option	Description
   Operation not restricted	The operation is available to all users.
   Minimum level required	The operation is available to all users with the required access level or higher.
   Operation prohibited	The operation is unavailable to all users.

   Click OK.

The document permissions are defined. Your customizations will be saved when you save the document.

To set up section permissions:

1. Ensure you are working in Design Mode.
2. Select the area of the document where you want to set up permissions.
3. On the ribbon, click Home | Section.
4. In the Section dialog, click Permissions.

5. Select the available operation to modify, then select the applicable setting.

   Option	Description
   Operation not restricted	The operation is available to all users.
   Minimum level required	The operation is available to all users with the required access level or higher.
   Operation prohibited	The operation is unavailable to all users.
   Use document settings	The operation uses the permission setting defined in the Document Settings.

   Click OK.

The section permissions are defined. Your customizations will be saved when you save the document.

To set up table permissions:

1. Ensure you are working in Design Mode.
2. Place your cursor inside the table.
3. On the ribbon, click Home | Table | Properties....
4. In the Table Properties dialog, click Columns, then click the Permissions tab.

5. Select the available operation to modify, then select the applicable setting.

   Option	Description
   Operation not restricted	The operation is available to all users.
   Minimum level required	The operation is available to all users with the required access level or higher.
   Operation prohibited	The operation is unavailable to all users.
   Use document settings	The operation uses the permission setting defined in the Document Settings.

   Click OK.

The table permissions are defined. Your customizations will be saved when you save the document.

Create a security configuration

After you set up permissions for a section or table, you can save your settings to a security configuration. Security configurations can be used to efficiently set up permissions for new sections and tables, rather than manually applying the necessary permissions one-by-one.

To create a security configuration for sections:

1. Ensure you are working in Design Mode.
2. On the ribbon, click Home | Section.
3. Select a section where you have already set up conditions. Click Modify....
4. In the Section dialog, click Permissions.
5. Next to the Configuration drop-down menu, click Edit.
6. In the Document Permissions Settings dialog, click New.
7. Enter a name for the security configuration, then click OK.
8. If required, modify the available permissions. Click OK.

The security configuration is added to the list of available configurations. When modifying other sections, you can now select this security configuration to automatically set the section's permissions.

To create a security configuration for tables:

1. Ensure you are working in Design Mode.
2. Place your cursor inside the table.
3. On the ribbon, click Home | Table | Properties....
4. In the Table Properties dialog, click Columns, then click the Permissions tab.
5. Next to the Configuration drop-down menu, click Edit.
6. In the Document Permissions Settings dialog, click New.
7. Enter a name for the security configuration, then click OK.
8. If required, modify the available permissions. Click OK.

The security configuration is added to the list of available configurations. When modifying other tables, you can now select this security configuration to automatically set the table's permissions.