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Last Post by Scott Forest 8 years ago

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jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

We have some documents that are imported to GE in relation to Mental Health. We would like these documents to be confidential. It does not appear that we can import them through our Indexing Client as confidential. Does anyone have a workflow for such attachments that does not require a person to manually change the confidentiality type for each imported document?

I thought I could just add it to the list of Confidential Clinical Documents but that doesn't seem to apply to attachments.

Posted : August 23, 2016 4:44 am

Scott Forest

(@sforest)

Posts: 527

Honorable Member

this should do what you are looking for. It is in edit > configuration > document types

this is the Kryptiq indexing client.

Posted : August 23, 2016 5:02 am

jessicaw

(@jessicaw)

Posts: 434

Prominent Member

Topic starter

I did try that already and it did not change the confidentiality of the document.

Discovered another setting in GE that I needed to change under Link Logic to tell the restricted documents which confidentiality type to import under if restricted was set.

Thanks!!!

Posted : August 23, 2016 5:38 am

Scott Forest

(@sforest)

Posts: 527

Honorable Member

thats good to know! There is always another click...

Posted : August 23, 2016 6:07 am

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