---
title: "File Restriction on Vendor Records"
slug: "file-restriction-on-vendor-records-1"
updated: 2026-08-27T19:46:33Z
published: 2026-09-23T12:58:21Z
canonical: "wiki.cobblestonesoftware.com/file-restriction-on-vendor-records-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# File Restriction on Vendor Records

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**File Restriction on Vendor Records**

*03. Admin User Manual › Vendor/Customer Management › File Restriction on Vendor Records*

**Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

# 1. Overview

This session did not surface a dedicated, per-attachment restriction toggle directly on a vendor/customer record's **Attachments & Templates** tab — the row-level actions available there (Download, an "Edit with VISDOM" shortcut, and file-type/version detail) did not include a distinct security or access-restriction control. The closest confirmed live equivalent is group-level, not per-file: a Security Group's **Fields** and **Related records** tabs (see "**Security Groups**") can restrict which groups of employees can see or edit a vendor record's **fields** and related sub-grids at all, which in effect restricts access to any attachments filed under those sections for members outside the group. Anyone extending this documentation should re-verify directly against a vendor record with an active file-restriction rule already configured, since none was found in this QA environment's sampled data.

# 2. Key Elements

- A sampled vendor/customer record's **Attachments & Templates** tab showed Download and an "Edit with VISDOM" action per file, but no distinct per-attachment restriction or access-control toggle was found in this session's testing.
- The nearest confirmed live control over who can see a vendor record's attachments is at the Security Group level: a group's **Fields** and **Related records** tabs (Administration > **Security Groups**) can restrict a group's visibility into parts of a vendor record, which indirectly limits access to file sections outside a permitted group's scope.
- **Manage User Permissions**' **Rules & conditions** builder (see "View Permissions by Record") can also scope a Vendors/Customers-area permission to a subset of records, which would apply to that record's attachments along with everything else on it.
- Because no explicit file-level restriction control was located on the vendor record itself, this topic should be re-verified against a vendor record that already has file-level restrictions configured, or by consulting current release notes for this feature.

# 3. Quick Reference Summary

[TODO: content needed]