To assign a security rule to a document, navigate to the document settings for your document, and select the Security Rules tab.

Top tip!
Settings are the tabbed section on the Manage screen of your document.

At the top, you can select a security rule from the Current Security Rule drop-down list. All security rules that have been created in your account will be available in the Current Security Rule drop-down list.

Top tip!
You can select a security rule to use when you publish your version. However, it is recommended that these settings are applied and tested before publishing.

Helpful links

Other articles in the ‘Security Rules’ series

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Settings FAQs

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