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Question

How to Avoid (Limit the Risk of) Selecting an Incorrect Document Class


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Hi,

There are several questions in the Community related to solving a situation when a User has connected a Document to an incorrect Document Class.

I would however want to ask if there are any good suggestions on how to avoid having a User selecting an incorrect (unwanted) Document Class, to begin with?

An important aspect here is that selecting an incorrect Document Class can result in unwanted Users or Countries getting access to the Document. This is for instance the case and very sensitive for Companies needing to be compliant with Export Control.

Is there any good way of filtering Document Classes - for instance on Country/Company - to avoid the selection of an incorrect Document Class, resulting in the Document being stored in an unwanted Country (server)? Perhaps it is somehow possible to only show Document Classes for “local” storage as a default? Thereafter requiring the User to make an active selection to view other available Document Classes?

Thank you very much.

2 replies

Mayura Wasantha
Superhero (Employee)
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There are few options available to filter out Document Class. Could you check the below community post to see whether it can fit into your concern. 

Limiting document classes available when uploading files | IFS Community


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  • Hero (Partner)
  • 188 replies
  • May 22, 2025

In Document Class Management you can assign Person/Group. Which controls access to the document class. If you want to further refine and validate a more complex scenario, a more admin heavy, custom field,  event action with an SQL block can be written to restrict use.


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