Probix Trustee for Meetings™ Help

Set Up Policy Options

Policy options enable you to control whether each recipient must contact the sender before receiving the content, as well as whether they can print the content. Here you can also set up users besides the sender to be notified when content is accessed.

Setting Up Content Access

Select one of the following:

• Request recipients to call for password
• Send password with e-mail message

If you select Request recipients to call for password, you must fill out the Telephone field.

You may also select the following options:

• Allow recipients to view the documents only once
  This option prevents someone from passing the information to someone else because the document specified in the URL can only be viewed by the first person who accesses it.

• Allow recipients to print documents only once
  This option both enables printing of the document and enables the recipient to print a single copy of the content. The recipient cannot print the document at all unless this option is selected.

• Notify me the first time documents are viewed or printed
  Enabling this option causes the user listed in the Name and E-mail boxes at the top of the Compose form to automatically receive a notification message when the documents are first accessed.

Related Topics

• Deleting Attachments - to remove content items from the message
• Adding Users to the Notification List - for adding additional users to be notified when documents are received by each recipient.
• Enabling Watermarking - to enable watermarking of printed content.

Probix Trustee for Meetings User's Guide (.pdf)

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