KB User's Guide - Documents Tab - Using the Include Doc Feature to Restrict Content

• Creating the restricted document
• Embedding the restricted document
• Document Visibility and Access
  • Will the restricted content show up in the source code of the container document?
• See Also

Creating the restricted document

1. If you have not done so yet, create a User Access Group where the members are the users who should be able to view the restricted content. See KB User's Guide - Users Tab - User Access Groups for a refresher on creating and managing User Access Groups.

2. Create a new document and enter the desired content into the Body field. Then, select the following settings for your document:

   1. In the Searchability section on the right side of the screen, set the Search Priority dropdown to "Exclude from search" (optional). This way, the content you create will only be visible where you embed it, and will not be searchable by itself. Learn more about the "Search priority" setting.

   2. In the Access section, under the Read access setting, expand Show all read access, then choose the User Access Group that contains the individuals who should be allowed to view the content. Learn more about the "Read access" setting.

   3. Also in the Access section, under the Site access setting, check the box for your internal site. Learn more about the "Site access" setting.

3. When you are ready, click the Create Draft button to save the document. Then, from the status dropdown menu next to the Save Draft button, select Publish. If you do not have publish rights, choose Request to publish... instead.
   
   Important: Make a note of the ID number of your document.

Embedding the restricted document

1. If the document that will contain the restricted content already exists, open it to edit; otherwise, create a new document.

2. Within the body of the container document, place your cursor where you would like the restricted content to appear. Then, use the Include doc feature (found in the editor toolbar as well as under the "Insert" menu) and enter the ID number of your restricted document. Learn more about the "Include doc" feature.

3. Make any other desired changes to the container document. When you are ready, use the status dropdown to Publish your document (or choose Request to publish... if you do not have publish rights in your space).

Document Visibility and Access

Users with read access to the embedded document will see both the contents of the container document and the document embedded using the "Include Doc" feature. All other users will see only the contents of the container document; the restricted content will not appear.

Note: Whenever the container document is viewed, both the container document and the embedded document are counted in your document Stats, regardless of the viewer's access level.

Will the restricted content show up in the source code of the container document?

No—Include doc content that has a read access restriction applied does not load on the page for unauthorized users, even if they try looking at the source code (e.g. they use their browser's "Inspect" tool).

The image below shows the HTML source code for a document that has a restricted document embedded between the list of links and the "Make it a great fishing season by" section. As you can see, there is no indication of an embedded document.