Authorise a document for OutSite

You can authorise the documents so not all visitors of the site are allowed to read the document. This applies to both InSite and OutSite.

To authorise a document for reading in OutSite:

1. Go to: General / In & OutSite / Document template.
2. Open the properties of the document template.
3. Go to the tab: Readers.
4. Click on: New.
5. Select a value for Type.

   Here you can choose from the following types:

   • Authorisation role

     If you select this option and have set the reader level, you can select Administrator customer portal or Employee customer portal.

   • Basis

     If you select this option and have set the reader level, you can indicate that Everybody can see the document in the portal.

   • Selection 

     Here, you can select an existing selection.

   • User group

     Here, you can select an existing user group. You will not use this option for OutSite, as you work only with authorisation roles here.

6. Select a value for Reader level.

   Here you can choose from the following values:

   • Read and approved
   • In persoonlijk overzicht
   • Read
7. Click on: Next.
8. Depending on the type you selected, you can now indicate who can see the document in the portal.
9. Click on: Finish.