Enabling Forced Confirmation of File Attachments

The forced confirmation of file attachments feature provides a way to prevent highly sensitive files from being sent by email. When enabled, this feature requires that you assign a sensitivity level to a file when you upload it to Document. If a staff member later tries to email the file, Document will verify that the firm permits files of that sensitivity level to be sent via email.

To enable this feature, do the following:

1. Open Dashboard, click on the navigation panel, and then click Settings and defaults under Firm.
2. Click Document > Configurations on the navigation panel.
3. Expand the Forced confirmation of file attachments section.
4. Select the Enable forced confirmation of the file attachments check box.
5. In the grid, select the Active check box for each sensitivity level that your firm will use.
6. For each sensitivity level your firm uses, select an option in the Action column.

Allow	Permits files of this sensitivity level to be sent as attachments.
Prompt	Requires you to confirm that you want to attach a file each time you add an attachment.
Deny	Prevents files of this sensitivity level from being sent as attachments.

7. In the Default column, you can select a default sensitivity level to be applied when files are added to Document. This setting is optional. Only one sensitivity level can be set as a default.

Note: If needed, click Apply Default Sensitivity Level to apply the default sensitivity level to files in Document that do not have a sensitivity level applied to them.

8. Click OK.