Tips and Tricks > Tips and Tricks

How to let user know they are viewing an extra sensitive doc?

(1/3) > >>

Lars Bencze:
Hi!

We have a solution in place where we use one of the OD user exits. If a user is not authorized to view a particular customer's document(s), we won't let them. This solution is based on one of the metadata field values, and a lookup in an external DB/web service.
NOTE: Whether a customer is "extra sensitive" or not is most oftenly set LONG time after we load the documents into CMOD. There is no reasonable way of setting this in a metadata field at load time.

However, some users ARE authenticated to view these documents. Now;
How would you suggest to inform those users that this is an extra sensitive document?
Oh, and we are talking about the thick OD Client, as well as anyone accessing via Content Navigator.

If it was merely AFP documents, we could probably add a watermark with this info, but there are several different file formats, including PDF, a standard which is prone to change over time. AFP, TIFF and PDF would be a minimum to cover for the solution.
Also, we don't want to make any permanent changes to the documents, since the "extra sensitive" status is usually temporary (years).

Post your suggestions, I'm all ears/eyes!

Justin Derrick:
Consider adding an annotation to the document, and configure it to be displayed on the first page after a retrieval?

Alternately, have a background service that finds and updates these 'extra sensitive' documents with the metadata you're already using in your User Exit?

-JD.

jsquizz:
I've done something like this before.

Can you index a field, for example- Is there anything on the document that identifies that it's sensitive? If it finds the field, set the value to "SENSITIVE", if it finds nothing -> Default value to "NON SENSITIVE"

Darrell Bryant:
One consideration for PDF documents is that annotations are not displayed if the document is launched in an external viewer. An external viewer is always used with the 64-bit Windows client, and also for the 32-bit Windows client if the full Acrobat product is not installed.

Justin Derrick:

--- Quote from: Darrell Bryant on October 22, 2020, 11:58:54 AM ---annotations are not displayed if the document is launched in an external viewer

--- End quote ---

Good to know...  The 32/64-bit client vs Acrobat thing seems tricky...

-JD.

Navigation

[0] Message Index

[#] Next page