Setting Unrestricted Note and Attachment Options

Unrestricted notes and attachments are those attached to items that users have privileges to view. In other words, if users can view an item, they can view that item's unrestricted attachments. Restricted attachments are those restricted based on note and attachment privileges granted to users.

By default, all notes and attachments are restricted based on a user's privileges, but you can modify default settings for unrestricted notes and attachments. These settings are applied system-wide.

To set defaults for unrestricted notes and attachments:

From the Options menu, select Settings or click the Settings icon on the toolbar.
Select the Attachments tab.
Select one of the following options:
- Restricted (Unchecked) – Select this option to specify a "cleared" default for the Unrestricted check box on the Add/Modify Attachment dialog boxes. Users who are granted privileges to set the unrestricted status of notes and attachments can choose to select the Unrestricted check box when they add or modify notes and attachments.
- Restricted if Privileged – Select this option to specify a "cleared" default for the Unrestricted check box on the Add/Modify Attachment dialog boxes for users who are granted the selected controlling privilege.
- Unrestricted if Privileged - Select this option to specify a "selected" default for the Unrestricted check box on the Add/Modify Attachment dialog boxes for users who are granted the selected controlling privilege.
If you selected the Restricted if Privileged or Unrestricted if Privileged check boxes, select one of the following privileges from the Controlling Privilege drop-down list. The privilege you select determines the selected default for users who add or modify unrestricted attachments:
- View Notes/Attachments on Any Item
- Add Notes/Attachments on Any Item
- Set Unrestricted Status of Notes/Attachments
  Note: The selected controlling privilege applies to both note and attachment privileges granted on the Note, Attach, and Table privilege sub-tabs available for user or group account.
Click OK.