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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure a restricted caller access privilege

Configure a restricted caller access privilege for the document templates application with a global scope to allow the legal matter application to perform read operations.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > System Applications > Application Restricted Caller Access.

  2. Set the application scope.

    1. Select the Application scope icon (
Image omitted: application-scope-globe-icon.png
Application scope icon\).
2.  In the filter navigator, search for and select **Document Templates**.
  1. In the Restricted Caller Access Privileges page, select New.

  2. Enter the following field values.

    FieldValue
    Source ScopeGlobal
    ApplicationDocument Templates
    Source TypeSource Include
    Target ScopeDocument Templates
    StatusAllowed
    Target TypeTable: Document Templates
    DescriptionShort description text.
  3. Select Submit.

Parent Topic:Configure Legal Hold Notification