How to restrict the ability to add related documents in the Vault document properties in certain lifecycle states?
Related documents are added to a document that is in a lifecycle state where this ability should be restricted.
Remove the Edit Fields permission (which allows for a user to update the Vault document properties) for all lifecycle roles in the Security Matrix of the desired state in the lifecycle configuration.
- Vault Lifecycle Documentation: Defining Document Role Permissions (Security Settings)
- Vault Relationship Documentation: How to Add & Remove Relationships
- Vault Documentation: Editing Fields for a Document
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