Assigning a classification | idgard®

Assigning a classification

This function is only included in the Enterprise package. The "Document classification" function must first be activated by the administrator. Each full license user of a data room who has write/upload permission can assign one of the classes specified in the Administration to any file. You can also classify image and videos. This function is not available in PrivacyBoxes. Users with a guest license cannot classify documents, nor can they see the classification of files. A classified document can still be moved, downloaded, renamed, locked/unlocked, or marked as read/unread, depending on the user's permissions. The classification of an already uploaded file can be changed at any time by the creator or administrator of the data room.

Operations related to document classification are recorded in the journal. These include:
- Changing the classification,
- Assigning the classification,
- uploading a file without classification but with the default value.


Proceed as follows:
  1. Open the data room.       
  2. Click on the "+" symbol in the green bar.
  3. Select "Upload files (advanced)”.
  4. Select the desired classification.
If you upload a document in the quick upload mode, it will be assigned the default class.

As a user with a full license and the right to read and write, it is only possible to change the classification of your own file.



Proceed as follows:

  1. Click on the 3-dot menu on the right side of the file line.
  2. Select the "Classify" function.
  3. Give the document one of the offered classes.
  4. Complete the process by clicking on "Classify".


This article did not answer your question?

We are happy to help you! Just send us a message with your questions and we will get back to you as soon as possible. 

 Create Ticket


Disclaimer
The content of this online help is intended solely for information and documentation purposes for our product idgard® and can be changed at any time without prior notice. We assume no responsibility or liability for errors or inaccuracies. Due to technical developments, uniscon GmbH reserves the right to change the functional scope of the product at any time.
(C) uniscon GmbH


    • Related Articles

    • Assigning Watermarks and Forcing View-only Option for PDF Files

      Watermarks, Forcing “View-only” In the box settings, box creators can add additional protection for the PDF files in their boxes by assigning watermarks or read-only attributes to the respective files. This function can only be activated when the ...

    • Assigning a role to members of a box

      Besides the permissions like read, write, delete, the members can be assigned roles. There is the role of owner, manager, member, assistant. Proceed as follows: Open the box by clicking on the name of the box. Click the 3-dot menu in the toolbar at ...

    • Configuration of document classes

      This function is only included in the Enterprise package. Only in the Data Room is this function available. When classifying documents, you give a document additional information when uploading it. This function is freely configurable by the ...

    • Filter for classified documents

      Display classes This function is only included in the Enterprise package. The "Document Classification" function must be activated by the administrator beforehand. If there are several documents with different classifications in your data room, you ...

    • Introduction to idgard®

      Introduction to idgard® idgard® is a cloud service with which data can be confidentially exchanged within organizations and across organizational boundaries. It ensures that the data is encrypted during transfer and remains inaccessible thanks to the ...