Library policy settings for a standard library¶
The settings below are the recommended Library Policies for all Document Libraries that will contain permanent documents, such as Property, Human Resource, Development Applications, Subject Files / folders (Business Classification Scheme).
Note
Ensure All audit log boxes are ticked
X indicates what options should be specified
| Anonymous user* | Library Managers | Document/Folder Owners | Operational Policies | Users With | |
|---|---|---|---|---|---|
| Documents | |||||
| Create Document | X | X | Add | ||
| Check out documents | X | ||||
| Check In Documents | The user who has checked out the document | ||||
| Delete Documents | X | ||||
| Delete document versions | X | ||||
| Force Check In documents | |||||
| Change document properties | X | X | Change | ||
| Add comments to document | X | X | Read | ||
| Delete document comments | Delete Own Comment | ||||
| Read documents | X | X | X | Read | |
| Access to document version | X | X | Read | ||
| Compact Versions | |||||
| Folders | |||||
| Create Folders | X | ||||
| Delete folders | X | ||||
| Set folder Rules | X | ||||
| Change folder properties | X | X | Change | ||
| Security and Ownership | |||||
| Read Security List | X | X | |||
| Change security | X | X | |||
| Change Ownership | |||||
| Read document comments | X | X | Read | ||
| Read Subscriber List | X | X | Read | ||
| Meta Data | |||||
| Add/Change meta data | X | X | |||
| Delete Meta Data | X | ||||
| Set Document Type | X | X | |||
| Change Document Type | X | X | Change | ||
| Change Retention period | X | X | |||
| Change Classification | |||||
| Change document completion status | X | X | Change | ||
| Task and workflows | |||||
| Create document tasks | X | X | Change | ||
| Remove document tasks | X | Task Assigner | |||
| Submit document to workflow | X | X | Change | ||
| Remove/Stop Workflow | X | Submitter | |||
| Log and Reports | |||||
| View document workflow logs | X | X | Read | ||
| Read Document view log | X | X | Read | ||
| Read document SOX log | |||||
| Read document ISO/periodic review log | X | X | Read | ||
| Read document classification logs | |||||
| Delete Classification logs | |||||
| Miscellaneous | |||||
| Move items within this library | X | X | |||
| Move items to other libraries | X | ||||
| Add/Remove subscriptions | X |