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Automated Document Access Feature

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Level 1

8/6/24

Hi Team,

I hope this message finds you well. I would like to propose an idea for a new feature that could enhance our document access management.

Feature Proposal:

The proposed feature would allow document access to be automatically managed in two steps:

  1. Initial Access: Grant public access to external users, allowing anyone with a public link to view the document.

  2. Automatic Change as per selected date: After a defined date or time automatically change the access settings to restrict visibility so that only specified users on the access list can view the document.

Benefits:

  • Enhanced Security: Ensures that sensitive documents are not permanently accessible to external users.
  • Improved Workflow: Simplifies the process of managing document access by automating transitions.
  • Time Efficiency: Reduces manual effort required to update access settings.

I believe this feature could significantly benefit our team by allowing temporary public access while ensuring privacy and security after the designated period.

I would love to hear your thoughts on this idea and discuss its feasibility for implementation. Please let me know if you need any additional information or clarification.

Thank you for considering this suggestion.

 

Best Regards,
Saurabh Birwadkar

1 Comment

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Community Advisor

8/7/24

How far are you willing to take the proofing workflows in order to accomplish your goals?  It seems like #1 and #2 can be more-or-less accomplished today using proofing workflows.  You want the same document to be visible to the public and then not visible to the public - in the same workflow?  Can you please clarify the necessity of having a public facing proof?  Are we actually talking about proofing documents or instead are we talking about hosting documents?