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Document Managment

  • May 7, 2026
  • 2 replies
  • 19 views
N
Hero (Customer)
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Hello,

Where can I configure the automatic addition of a group when a document is added for a specific class, for example please?

 

 

Best answer by malik.sally

Go to
  • Document Management > Basic Data > Document Access Template
select the document class and add the group.

 

2 replies

M
Hero (Partner)
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  • malik.sally
  • Hero (Partner)
  • Answer
  • May 7, 2026
Go to
  • Document Management > Basic Data > Document Access Template
select the document class and add the group.

 

    ashen_malaka_ranasinghe
    Hero (Employee)
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    Hi ​@N.GEORGI,

    For your requirement (“add group when document is added for a specific class”), Access Template on the Document Class is the correct and simplest approach.

    Find me on LinkedIn as Ashen Malaka: https://www.linkedin.com/in/ashen-malaka-ranasinghe/
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