on 08-14-2012 8:57 AM
Hi All,
I want to be Collaborator in all new Master agreement by default.How can I do this ?
Can anybody throw light on this?
With Regards,
Jaheer Hussain.
Hi Jaheer,
You can do this using the document security templates.
Under Setup > Document Setup > General > Document Security Templates > Master Agreement Security Template you can navigate to the New Document tab and add an entry to the table with Principle Type "Specified User" and add your user account. This way you will be automatically added as a collaborator on each new master agreement created.
I hope this helps.
Dan
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