{"id":9222,"date":"2014-12-06T05:01:47","date_gmt":"2014-12-06T05:01:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9222"},"modified":"2014-12-06T05:01:47","modified_gmt":"2014-12-06T05:01:47","slug":"secure-documents-and-communications-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/","title":{"rendered":"Secure Documents and Communications in Sage CRM"},"content":{"rendered":"

Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents.
\nNew Stuff<\/em><\/strong>:<\/span> Creating Sage 100 ERP Primary contact from sage CRM<\/a>
\nSage CRM standard functionality allows the user to view other user documents under \u2018Document List\u2019 of Documents<\/strong> tab of any other entity.
\n\"Doc1\"<\/a>
\nTo add Secure Documents feature, we have designed a component that will add Secure Document checkbox on the New Document screen. If user wants to make this document secure, then he can check the checkbox.
\n\"Doc2\"<\/a>
\nThis add-on adds another checkbox at the More User Details<\/strong> section which will control whether the user has access to view Secure Documents and Communications.
\n\"Doc3\"<\/a>
\nOnly the users, for whom the above checkbox is checked, will have Document Secure checkbox on New Document screen. If they wanted to keep that particular document as secure then they will have to check Document Secure checkbox.
\nOnce done, created user (and users for whom View Secure Documents and Communications checkbox is checked) can see secure documents under Documents tab. However, other users will not be able to see uploaded document.
\n\"Doc4\"<\/a>
\nThis way, one can restrict users from viewing all documents of a particular Company or Person.
\nSame functionality can be implemented on the Communications tab.
\nAlso Read:<\/span>
\n<\/em><\/strong>1) Missing Download Attachment button on Documents Tab<\/a>
\n<\/strong>2) How Library documents are stored<\/a>
\n<\/strong>3) Stop saving exported report files in shared documents<\/a>
\n4) Attached Multiple Documents in the Communication<\/a>
\n5) Download Documents from Self-service site<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents. New Stuff: Creating Sage 100 ERP Primary contact from sage CRM Sage CRM standard functionality allows\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[70,83,122,332,336,337,355,356],"tags":[711,833,997,2010,2030,2031,2033],"class_list":["post-9222","post","type-post","status-publish","format-standard","hentry","category-communication","category-crm72","category-document-sage-crm","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-secure","category-security","tag-communication","tag-crm7-0","tag-documents","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-sage-crm-7-2"],"yoast_head":"\nSecure Documents and Communications in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Secure Documents and Communications in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents. New Stuff: Creating Sage 100 ERP Primary contact from sage CRM Sage CRM standard functionality allows\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-12-06T05:01:47+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Doc1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/\",\"name\":\"Secure Documents and Communications in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Doc1.jpg\",\"datePublished\":\"2014-12-06T05:01:47+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Doc1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/12\/Doc1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/12\/06\/secure-documents-and-communications-in-sage-crm\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Secure Documents and Communications in Sage CRM\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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