Record Access Controls based on container

  1. Right-click your Document level Record Type and select Properties
  2. Select the Defaults page
  3. Click Default Record Access
  4. Select the defaults you want to apply based on the container
  5. Click Custom
  6. Select the options on the Access Control tab which you want to apply
  7. Select the Copy Style tab
  8. In Existing Items, choose the option Apply this access control in addition to any access control on the item, and in New Records, the option Set access control on the created item to 'Based on Container'.

    9. NOTE: When changing a record's container, if there is an access control set to "Based on Container", then you are allowed to change the container when there is no change in the record access control after moving to the new container. If there is a change in the record access control, then changing the container is prevented.