#9274: Company Documents - New Printable Document Permissions

This ticket introduces the ability to select who can print company documents, where those not selected will only have the option to Preview, dependent on their user group settings.

To enable this functionality, the first step is to select which user group(s) have the ability to print ALL company documents. This is set within Settings > Security > Groups.

• If the 'Print Documents' checkbox is ticked, that user group will be able to print any document regardless of the settings at document level
• If the 'Print Documents' checkbox is unticked, staff within that user group will only be able to print documents that they have been selected in at document level.

Note: To not effect current work practices, the default setting has all user groups ticked in this checkbox, meaning that all users can still print company documents as is current practice.

Once this is set, you can then start editing your existing/new company documents with print permissions if you wish. This is done within the Document Revision details.

Compliance > Company Documents > Select a document > Scroll down to the Revision Table > Edit/View the current revision.
You will now see a new table in the Revision Document Details section which you can edit an uploaded file to amend who has permission to print that selected file.
You can select that the upload is printable by:

• All staff
• Selected staff
• Selected Positions
• Selected Unit and Position(s)
• Not printable

When a user previews a document from the Company Document list screen (clicking the magnifying glass) they will be able to preview the public current version upload(s) but will only be able to print if their permissions allow. The uploaded file will show as 'blue' text if printable, and 'black' text if not.


Please contact the support team should you require assistance in setting this up. support@ionmy.com.au