One of the facilities offered by traditional Document Management systems is the ability to ‘freeze’ documents that are subject to legal action – often referred to as placing a ‘Legal Hold’ on the documents. MacroView Enhanced Document Level Security facilitates the placing of Legal Holds over documents that are stored in Microsoft SharePoint.

MacroView Enhanced Document Level Security utilises the native document level security features of Microsoft SharePoint 2007. For example by checking a Yes/ No metadata attribute called ‘Secure Document’ as you save a document MacroView Enhanced Document Level Security will automatically generate permission entries that allow the current user and a nominated Author to have Full Control over the document and remove access for all other users.

By checking a ‘Legal Hold’ attribute MacroView Enhanced Document Level Security can further restrict access so that the document is Read Only to all but a group of Master Users. Note that setting Legal Hold does not provide any additional users with Read Only access. If used in conjunction with Secure Document, the current user and nominated Author will have Read Only access.

The Legal Hold can be placed by editing the properties of an individual document, or for all documents in a document library. When you view the document library subsequently via MacroView DMF tree-view, the library will appear ‘greyed-out’, reflecting that you have Read Only permission to that library.

Any member of the Master Users group can remove the Legal Hold when it is no longer required.

The name of the Master Users group is configurable by a SharePoint Administrator.