Modifying Document Access

Originating and controlling organizations can modify the access of an existing working document (blue icon). Only document control can modify the access of a signed and approved document (green icon).
To modify the access of an existing working document:
  • Search for the document. Refer to Search for Documents.
  • Click the Actions menu.
  • Click on the Edit Revision icon or expand the Documents menu and click on Modify Document Access.
  • Check the Restrict Access to Specified Organizations checkbox.
  • Click UPDATE at the bottom of the screen.