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Configuring the security for offline users

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To configure a security list for offline users, perform the following steps:

 

1.Access the Configuration Document Category menu.

 

2.Select the desired category and click on .

 

3.Access the Details tab, in the Security Offline users subsection.

In this section, the users who have the document of this category available locally, be it through the Android application or through the SoftExpert Document App (desktop application), or those who have been included through this section, will be displayed. With that, when these users access the application, the category documents will be automatically downloaded to their smartphone or machine.

 

4.On the side toolbar, the following buttons are available:

Click on this button to add a new offline user. On the screen that will be displayed, locate and select the desired user.

Click on this button to delete an offline user. With that, when the user accesses the application, the system will not automatically download the document.

 

5.Save the changes.

 

Refer to the SoftExpert Document App section for more information on the SE Document desktop application.

Refer to the documentation of SE Suite Mobile for more information on the SE Document Android application.