Configure Restricted Caller Access (RCA) for Document Templates

Allow secure, controlled access for generating results letters.

Before you begin

Role required: admin

Note: Set the application scope to Document Templates by selecting the application picker ([Omitted image “globe-fill-24.svg”]) in the Unified Navigation bar, then Application Scope > Document Templates. The default scope is Global.

Procedure

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

2. Select New.

3. On the form, fill in the fields with the following information.

   Field Entry Source Scope Grants Management Playbook Source Type Script Include Source GrantManagementUtilImpl Status Allowed Target Scope Document Templates Target Type Table Target Table: HTML Template Operation Read

4. Select Submit.

5. Select New.

6. On the form, fill in the fields with the following information.

   Field Entry Source Scope Grants Management Playbook Source Type Script Include Source GrantManagementUtilImpl Status Allowed Target Scope Document Templates Target Type Script Include Target Script Include: HtmlTemplateUtils Operation Execute API

7. Select Submit.

Result

RCA access for Document Templates has now been configured.

What to do next

You can now set up the grant program.

Parent Topic:Configure Grants Management

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