Set up template restrictions

PSIsafe Desktop template restrictions are used to determine whether or not a Template is visible for selection in the Document Filer screen, Batch Capture screen, and Print-to-Safe standalone Document Filer screen. Restrictions can be defined for repositories, cabinets, tabs, users, and user groups. An administrator can use these unique combinations of restrictions to simplify the import process for specific users and groups, and keep strict controls on how users file content into specific cabinets and folders.

To edit restrictions, go to PSIsafe Management and log in with the appropriate credentials. Select Document settings > Template > Select your template > Edit

Alternatively, you can select Add to instead create a new template with this restriction.

Select the radio button corresponding to the option in the list below and click Add to add the restriction. Select a restriction from the list and click Remove to remove it.

You can apply the following restrictions:

No restrictions

If a template has no restrictions, and the user has specified that unrestricted templates should be included, then any user can use this template without restriction. The appearance of restricted or unrestricted templates is controlled in PSIsafe Desktop through the Show restricted templates check box in the Filer window.

Repositories

Templates can be restricted by a repository (or multiple repositories) alone, if the administrator wants to ensure that the template can only be used when filing to that specific repository.

Cabinets

Templates can be restricted to a single or multiple cabinets, if the administrator wants to ensure that the template can only be used when filing to that specific cabinet.

Tabs

Restricting a template to a tab will produce specific behavior for a user. If the user attempts to file content to any other tab, the template will not be available on the template list. If the tab is not present in another cabinet, the template does not appear in the Template list. Use caution when limiting a template to a specific tab, as users need to know which tab they must select for the template to appear in the list.

Users and groups

Restricting templates to users and groups is a way to ensure that only specific personnel within your organization can file using that template. When attempting to import content, assuming they are on the list of restricted users or groups, the template appears on their list of templates.

Users may be confused if administrators restrict templates at both a user/group level as well as any of the above options. The users need to be sure they have the appropriate repository, cabinet, or tab as well as have their user ID or group ID present in the list of restrictions.

Template restriction examples

A template is restricted to "user A" and "cabinet A"

When user A files a document to cabinet A, the template is available.
When user B files a document to cabinet A, the template is not available because the template is restricted only to user A.
When user A files a document to cabinet B, the template is available to the user, but it is restricted only to Cabinet A.