For new documents or folders, the access privilege is set upon creation when you select Create New Document or Create New Folder from the Main menu. To modify the access privilege of existing documents or folders click the document or folder and then choose Document Information or Folder Information from the Information menu.

Whether you are creating or modifying document or folder access privileges, there are two areas of the dialog window you will be concerned with, one area is project access privilege and the other is group access privilege. The column of five checkboxes under project access determine the minimum group access privilege needed to change the access privileges for the particular document or folder. The 5 x 5 matrix of radio buttons under group access determines the access privileges of the highlighted groups in the group list shown at the right. The access privilege levels range from 1 to 5 with 1 being the lowest and 5 being the highest privilege. The default privilege pairs are Executive (5), Edit (4), Add (3), Comment (2), and Read (1).

To set privileges when you are creating a document or folder, select from the group list the groups you wish to give access to the document or folder. Once you have selected the group(s), set the group(s) access privileges and then the project access privilege and click OK to create the document or folder and accept the access privileges.

When modifying access privileges, perform the same steps as for creating a document but click Update to accept the new access privileges.