Configure Restricted Caller Access (RCA) for Document Templates

  • Release version: Australia
  • Updated March 17, 2026
  • 1 minute to read

    • 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 () 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.
      Table 1. Document Template Restricted Caller Access Privilege form
      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.
      Table 2. Document Template Restricted Caller Access Privilege form
      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.