Default Group Collaborator

[Former Member]

Hi Experts

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 need to default one user Group as "Collaborator" & other user group as "Reviewer" by default to every master agreement. Is this possible by standard and how to do this?

Thanks

[Former Member · Accepted solution]

Hi Kasee,

Yes it is possible.

In the New Documents Tab within Document Security Template while creating a new entry (multiple entries possible) select Principle Type as Specified Group and select the reuqired group as Collaborator or Reviewer.

Thanks,

Arijeet

[jaheer_hussain]

Hi,

  As of my knowledge there is no standard functionality for this.But please  create  template  and attach with  one  group as reviewer and collaborastor as below screen.so when ever you create  new master agreement ,using this template these two group  will come by default as collaborator and review.

With Regards,

Jaheer