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Control attachment security
When configured, it determines that there will be you can control over the viewing and manipulation handling of the documents attached to the process requests, meaning it is possible to ; that is, you can define which groups, roles, and individuals will have specific permissions on the attachments. To configure, simply click on Configure attachment security. See the Click here to view step-by-step by clicking hereinstructions. Update attachment
When activated, it determines that the attachments of the request that are published in the Documents resource will be are updated in the request whenever they are updated in Documents. If not activated, even if you update the attachment is updated in Documents, in the request it will remain remains in the version that was there when it was it originally had when added. This applies to attachments added to the request from the Documents resource and to attachments added to the request and published in Documents through development on the platform. Activate process
When activated, it determines that the process is available for use in the Start request resource, meaning it is you can already possible to open requests for this process. The version made available for use is the last one that was published. By default, this option is activated. However, if it is deactivated, as long as it is not activated you do not activate it again, the process will is not be available for use. Make public
When activated, it determines that anyone can consult the requests for this process. If not activated, the requests can only be consulted by the requester, by those who participated in the process, or by the process managers, or the requester can consult the requests. Available for mobile
When activated, it determines that the process is available for use in the mobile application of the platform, meaning it is possible to you can open and manage requests for this process through the application. Confirm password
When activated, it determines that all steps of the process will require the password of the person executing it, aiming to reaffirm the presence of each person in the execution of the step. |
09. Click on Save – located at the bottom – to save the security settings for the process.
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01. In the main menu, click on 
Processes.
02. Click on 
Configure processes.
03. Locate the process for which you want to configure security options for the attachments of the requests.
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Use the Search field – located at the top, to find the process. |
04. Click on More actions
– located on the right side of the process line.
05. Click on
Edit process.
06. In the message displayed, click on Open in new editor.
07. Click on Process settings 
– located on the right side of the top bar.
08. Click on the Security tab.
09. Click on Configure attachment security.
10. Select the desired mechanism to define how to apply the viewing and manipulation permissions of permissions to view and handle the documents attached to the process requests will be applied.
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The available options are: - By role: when selected, it determines that only the people who hold a specific role will receive the permissions assigned to the documents attached to the process requests.
- By person: when selected, it determines that only a specific person will receive receives the permissions assigned to the documents attached to the process requests.
- By anyone: when selected, it determines that anyone will receive receives the permissions assigned to the documents attached to the process requests.
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11. In the search, locate the desired item according to in accordance with the selected mechanism – form field, group, role, or person – and click on it.
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The available options are: - Publish attachments: when checked, it determines that the people defined by the configured assignment mechanism can attach documents to the process requests.
- Edit ownown: when checked, it determines that the people defined by the configured assignment mechanism can edit the documents they themselves have attached to the process requests.
- Remove own: when checked, it determines that the people defined by the configured assignment mechanism can remove the documents they themselves have attached to the process requests.
- View others': when checked, it determines that the people defined by the configured assignment mechanism can view the documents that other people have attached to the process requests.
- Edit others': when checked, it determines that the people defined by the configured assignment mechanism can edit the documents that other people have attached to the process requests.
- Remove others': when checked, it determines that the people defined by the configured assignment mechanism can remove the documents that other people have attached to the process requests.
To view the members of an added group or role, simply click on View participants  – located on your right side. And, to remove an added item – form field, group, role, or person – just click on Delete – located on your right side – and click Delete again in the confirmation message. |
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