Configure Restricted Caller Access \(RCA\) for Document Templates

task australia Updated Mar 17, 2026 1 min read psds-config-gmp-fdtn-doc-template-rca.md
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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

Previous topic:Configure the related party extension point in Grants Management

Next topic:Assign user personas, roles, groups, and responsibilities in Grants Management

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