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Status Needs Review
Workspace Notes
Created by Guest
Created on Feb 10, 2023

Added a setting that prevents documents in Notes database views and folders from being easily transferred

The customer wants to make sure that documents in the Notes database cannot be transferred as a security measure.

Currently, documents can be transferred in the following ways

(Steps)
1. Select one document
2. Open [Actions] - [Forward]
or
Right click and choose "Forward"

To disable this menu, the following methods are available
1. Disable or Delete "Forward" action from database
2. Disable "Replicate or Copy Documents" for users in ACL

However, the method in 1. is very labor intensive.
And also, the method in 2. will not only prevent transfer, but also affect other actions such as replying and copying documents, as described in the following article.

If Notes user is restricted to create local replica, then not able to send / Reply / Forward mail from the mail database.

https://support.hcltechsw.com/csm?id=kb_article&sysparm_article=KB0032026


Therefore, this request should be very easy to set up, only transferring documents.

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