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Add the ability to flag documents containing private data #5590

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paulo-rossy opened this issue Dec 9, 2024 · 3 comments
Open

Add the ability to flag documents containing private data #5590

paulo-rossy opened this issue Dec 9, 2024 · 3 comments

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@paulo-rossy
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paulo-rossy commented Dec 9, 2024

Issue Title: Add the ability to flag documents containing private data

Issue Description:

Hello!

I would like to have a feature to flag documents indicating whether they contain private data. This could improve document management and ensure sensitive data is handled properly.

For starters, can we add a checkbox to this upload form to indicate the presence of private data in the document?

In the future, it would be great to have a more flexible solution, such as a component that allows adding new fields to document metadata dynamically.

Attached screenshot for reference.

Thank you!
Frame 513875

@SavelevMatthew
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Hi, thanks for the request. Could you please advise me why to mark private documents? As far as I remember, documents are only available to employees, and the range of persons is limited by the “canReadDocuments” checkbox, i.e. can be configured in roles. What problem are you trying to solve with this checkbox?

@paulo-rossy
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Hi, thanks for the request. Could you please advise me why to mark private documents? As far as I remember, documents are only available to employees, and the range of persons is limited by the “canReadDocuments” checkbox, i.e. can be configured in roles. What problem are you trying to solve with this checkbox?

Hi, thanks for your response!

I’d like to provide residents with the ability to view documents. To achieve this, I plan to adjust the permissions so that the resident role can access these documents.

Additionally, I’m developing a personal account for residents based on the API, which will include this functionality.

@SavelevMatthew
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Hello again. Can you explain a little more about the grocery scenario where you need to show documents to residents so we can think about a solution together? (Maybe it should be solved by a checkbox not a checkbox).

In which case the documents are shown to the resident?
What kind of documents are these?
Why can't they be sent in a ticket?

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