Any document attached to a matter will inherit its security from that matter, as it is configured in eCounsel. Because this data is fed from eCounsel, all Matter, Person, and Company records are read-only and may not be changed inside the Vault. Documents are the only objects that users may edit.
By default, documents that are not attached to a matter can be edited by all users. When the document is attached to a matter, it inherits the Read-only, Read/Write, or No access settings from the Logical Group, Private Matter, and Limited Access security rights in eCounsel. For example:
- A user who can see and edit the matter in eCounsel can see and edit documents attached to the matter.
- A user who can only read the matter in eCounsel can read but not edit documents attached to the matter.
- A user who has no access to the matter cannot see documents attached to the matter.
For a particular document, if a user has read/write access to the matter to which the doc is attached, the user can only make security on the document more restrictive than what the matter allows, even if the user is not a member of the Allow Document Security Edits user group. Users in the Allow Document Security Edits user group can grant other users document-level permissions above and beyond the matter-level security for that document.