Editing Access to ECM Documents

  To edit ECM document access:

  1. Access Edit Access.

    See Defining Access to ECM Documents.

  2. Select an Access option:

    • None

      No access.

    • Open As Copy

      Enables opening ECM documents as read-only copies.

    • Check Out

      Enables opening entities within ECM documents.

  3. Optional: Select Run ECM to enable users to execute ECM.

  4. Optional: Select Delete ECM Doc to enable users to remove ECM documents.

  5. Click OK.