Document Security Tab - Document Settings Dialog

This dialog contains permission settings that can be changed in order to enable or disable users’ document permissions when Design Mode is locked. When in Form Mode with Editing Enabled, only certain editing functions may be performed. Permissions are established by the designer of the document prior to locking Design Mode and are applicable to the current document only.

It is not imperative to set up document permissions. The default for each document permission is Operation prohibited. Locking Design Mode without establishing permissions provides no access to any document permissions in Design Mode.

These document operations may also be outlined for smaller portions of the document by using the section, paragraph, table part and cell commands.

Available operations

Lists all operations within the document to which permissions can be applied. To specify document permissions for various areas of the document, click on an area and then select the permission level.

Notes

When permission is turned off for any element, commands and dialog boxes pertaining to changing those elements will be grayed out or unavailable in the program.
If applying a security configuration to a part of a document, for example, a section, only those permissions that pertain to sections are applied.

Global

To specify document permissions for all CaseView documents.

Permission	What it does
Modify Rounding	Enables user to apply rounding to the document or to set up rounding criteria for the document.
Modify Cell Options	Permits modification of cell options.
Insert Page Break	Permits page breaks to be entered in all CaseView documents.
Modify Page Setup	Permits page layout to be modified in all CaseView documents.
Configure Diagnostic	Permits diagnostics to be configured.
Update Knowledge Library Links	Permits user to update knowledge library links
Delete Knowledge Library Links	Permits user to delete knowledge library links

If a user does not have modifying rounding permissions, the allow enabling and disabling of round and rounding relations options in the rounding dialog are hidden from the user.

Cells

To specify document permissions for cells in the active document, click the operation and then select the type of permission below.

Permission	What it does
Modify Cell Attributes	Permits modification of cell attributes in the current document including cell content and cell numbers. In any section with Cell permissions turned on, properties in the Global Cell Options dialog can be changed. Users can then alter cells in areas outside of the permissions area.
Modify Cell Logic	Permits modification of cell calculations in the current document. If permission is granted to modify cell calculations, users can use the Linkage worksheet to link to the accounting database. With permissions denied, users cannot access the Data ID, Tool tip, or cell calculation portion of the equation bar.
Delete Cells	Permits cells to be deleted. Note: In Form mode with Enable Editing on, the user must have both Delete Cell permission and Modify Paragraph Contents permission to be allowed to delete a cell.

Notes

If the user can modify Formatting or Logic in a cell, On Click and On Double-click events associated with that cell are disabled in Form Mode with Enable Editing. Only On Enter, On Exit, On Input and On Selection Change events still function in popup cells, since they can be operated in Form Mode with editing enabled.
Numeric, alphanumeric and date cells function in Form Mode with editing enabled is determined by the permissions assigned to their cells. Check box, radio and push button cells, because of how they work, always behave the same in both Form Mode and Form Mode with editing enabled.

Paragraphs

To specify document permissions for paragraphs in the active document, click the operation and then select the type of permission below.

Permission	What it does
Modify Paragraph Formatting	Permit modification of all aspects of paragraph formatting including paragraph properties, borders and shading and column positioning.
Modify Character Level Formatting	Permits modification of all aspects of paragraph font type, font color, and font formatting (such as Bold, Italic,and Underline)
Modify Paragraph Contents	Permits editing of paragraph contents. Modification of paragraph contents includes the creation of new paragraphs, addition of text to existing paragraphs, or the removal of text from existing paragraphs. Cells contained within the paragraphs may also be deleted. In addition, the permission allows inserting of pictures, graphs, line styles, and other objects as well allowing the addition of page and note numbers and cross-references. Note: Copying text from CaseView's Design mode will retain the character level formatting of the destination CaseView document when pasting into an existing paragraph with text. Pasting text into an empty paragraph or overwriting an entire paragraph will retain paragraph formatting, character formatting, paragraph logic and styles from the source CaseView document.
Modify Paragraph Logic	Allows user to modify the logic within a paragraph including Skip/Hide Conditions
Apply Style	Allows user to apply a style to the paragraph.

In Form Mode with editing enabled, paragraph markers show only for those areas where users can modify paragraph content regardless of settings in Document Preferences. Even if users cannot modify a paragraph, CaseView displays a blue bar in the Style window indicating permissions apply to that area.

If users attempt to delete a selection of paragraphs containing hidden paragraphs, CaseView displays a warning before completing the operation. CaseView highlights up to the first hidden paragraph and prompts users to delete that paragraph. If users try to drag and drop the selection, CaseView does not allow the operation and displays a message box explaining hidden paragraphs may be found within the selection.

Tables

To specify document permissions for tables in the active document, click the operation and then select the type of permission below.

Permission	What it does
Modify Table Formatting	Enables users to modify table formatting including identifier, table indent, colors, borders, and shading.
Modify Table Logic	Enables users to modify the logic in tables including Skip/Hide properties.
Modify Wide Table Settings	Enables user to change any of the properties associated with wide tables including the ability to keep columns together, to set or change repeating columns, and to set column breaks. It also allows users to toggle between printing the table horizontally or wrapping it, and it allows for the changing of space between rows.
Rows
Insert Row	Allows users to insert a row into an existing table. This permission only gives access to the action and does not give rights to enter or modify the table properties dialog.
Delete Row	Allows users to delete a row in an existing table. Remember that when the final row of a table is deleted, the table itself is also deleted.
Modify Row Formatting	Allows user to modify formatting such as height and span of a row.
Modify Row Logic	Allows users to alter row logic including Skip/Hide properties.
Columns
Insert Column	Allows users to insert a column. This permission only gives access to the action and does not give rights to enter or modify the table properties dialog.
Delete Column	Allows users to delete a column. Remember that when the final column of a table is deleted, the table itself is also deleted
Modify Column Formatting	Allows users to modify column formatting including size and space between columns.
Modify Column Logic	Allows users to modify column logic including Skip/Hide properties.

Table gridlines show in Form Mode with editing enabled for sections permitting editing.

Sections

To specify document permissions for sections, click the operation and select the type of permission below.

Permission	What it does
Modify Section Formatting	Enables users to apply rising or sinking currency signs, floating underlines, or to draw boxes and shading in portions of the document. However, this permission does not allow sections to be resized.
Modify Section Logic	Enables users to create new sections with Skip or Hide conditions or to modify the skip conditions of existing sections.
Resize section	Enables users to resize a section.

Notes

To allow users to access the section dialog, the section requires either Section Formatting or Section Logic permission.
Deleting a section requires Section Formatting and Section Logic permission. The permission in the section dialog cannot be defined separately for this to work.
Resizing a section requires Resize Section permission. The section permissions must either define no permissions or just define Resize Section permissions.

Miscellaneous

Permission	What it does
Insert Knowledge Library Link	Allows users to insert a knowledge library link into the document.
Insert Automatic Table of Contents	Allows users to insert an automatic table of contents.
Insert Sub Document	Allows users to insert a subdocument into the document. Also allows sub documents to be edited. In Form Mode, users can open sub documents only.
Copy CaseView data	Allows the user to copy CaseView information. This permission allows users to paste text along with fonts, cells and other special objects.

Setting for selected operation

Tip: To permit a permission, click Operation not restricted or select a minimum access level in the Minimum level required box.

Operation not restricted

Select Operation not restricted to permit modification of the selected area.

Minimum level required

Select Minimum level required and type an access level to be applied to the selected operation. Access levels are defined in the group profile in Working Papers/Time.

Operation prohibited

Select Operation prohibited to prevent modification of the selected area.

Enable Indicator Bar if permitted

Enables the blue indicator bar in the style window in Form Mode and Form Mode with editing enabled. In the Style Window, these blue bars indicate sections where there are some permissions. When the cursor is placed on a row of a table in a section, a blue bar displays in the Ruler Window to indicate table squares that have permissions. The blue bars change as the user moves the cursor from row to row – as different permissions apply. The blue bars in the style window are not dependent on the cursor position.