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Security level: Specific people

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As an author of a document you can set the security level to Specific people when you want the strongest security setting for your shared document. 

 

Prerequisites 

 


What is the security level: Specific people?

 
  • It's not possible to set this security level when choosing to share a document via the Grab a link option. 

 

First of all, this security level is the strongest option and can be used to share document's outside your organization. When a document is shared with this chosen security level, the recipient receives an email with a link. When clicking on this link, the system generates a verification code which is sent to the recipient's email address. The recipient will get access, when they've validated the code. 

 

 
  • After 60 minutes, the verification code get's invalidated, and the system generates a new verification code every 60 minutes. The verification code doesn't expire, it resets, which means, that the recipient will always be able to click the email link in the first email and have a verification code set. 
  • If the recipient already exists as a user in a Templafy tenant, the verification step is skipped, since they are already authenticated. 

 

How to set the security level to Specific people

  1. Go to document settings
  2. In the Security tab, select the option called Specific people in the dropdown Who should view this document
  3. Click Save

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