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Question

Safety Copy in Document Management

  • October 4, 2024
  • 3 replies
  • 38 views

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Hi All,

What does secure copying do for documents and how to use it?

Can you inform me?

 

Best Regards.

3 replies

Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2901 replies
  • October 4, 2024

Hi,

Can you elaborate, describe what you want to know in more detail? It's not clear what you are asking about.

Thanks!
 


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  • Author
  • Sidekick (Customer)
  • 41 replies
  • October 4, 2024

Hi @Mathias Dahl ,

I want the user who only has permission to view the document to not be able to copy it. Also, what does the SAFETY_COPY_REQ field in the image mean by N Y?

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2901 replies
  • October 4, 2024

If a user has View access, you cannot stop them from making a copy of the document. It's pointless trying to do that. If they can view it, they can also find a way to save a copy or, at the very least, take a screenshot.

If you are very concerned about them getting hold of the original file, you can create another revision where you only keep a PDF version of it (or even an image) and only grant access to that revision. Do not then grant access to the revision that keeps the original.

SAFETY_COPY_REQ is for informational purposes only. That means, you can use it however you want to. It is probably a leftover from what come before the Docman of today.