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Hiding 4 instances of SSN keywords on a document

Bruce_Jackson1
Confirmed Champ
Confirmed Champ

hey guys,

 

We are having a need to be able to hide 4 instances of keywords on a document.

 

The users will be accessing from the Unity client and web client.

 

These keywords are not part of an auto fill keyword set.

 

Anyone experienced this and the best way to go about doing this?

4 REPLIES 4

Nick_McElheny1
Star Contributor
Star Contributor

Bruce,

Will hiding the keywords at the document type level work? In Config, for the document type(s) in question, select Keyword Types | Options and select Hidden for the SSN keyword.  You need to ensure that the users do not have the access restricted keywords privilege.

I hope this helps.

Nick McElheny | Trover Solutions, Inc.

Lead Systems Engineer - Document Imaging

Bruce_Jackson1
Confirmed Champ
Confirmed Champ

Nickolas,

 

Unfortunately hiding this at a document type level will not work as we have some users that will need to be able to see this keyword.

 

It is going to have the bet set lower, would be nice if you could set something at the user group level but I have not found anything that would work on that yet.

Thomas_Cupp
Employee
Employee

Bruce,

Users who need to see the hidden keywords can do so if they have the "Access Restricted Keywords" Privilege in User Groups & Rights.

 

Hope that helps.

Thanks,

Thomas

Nickolas and Thomas once I added both of your suggestions together it worked like a charm.

 

Thank you so much for your help on this...

 

Hope you both have a great day.