How to Prevent Clients from Saving Documents Locally in WPS on Windows

Use this feature through 3 how-to topics, and all 3 are membership-related items; start from the How-to Index, then follow the entry path and steps to complete the setup.

How-to Index

How-to Guide

1. Turn on the local save restriction

Entry path: Admin Console → Security Control → Document Security → Prevent Clients from Saving Documents Locally in WPS365

1. Open the WPS365 client and click Admin Console in the lower-left corner of the home page.
2. In the left navigation pane of the enterprise admin console, click Security Control.
3. Click Document Security in the expanded list.
4. Click Prevent Clients from Saving Documents Locally in WPS365 to open the security policy list.
5. Find Prevent WPS Clients from Saving Documents Locally and switch it to On.

Success Criteria

• Interface result: The policy switch shows On.
• Next action available: You can continue to configure member scope and the whitelist.

Tips While Using

• Permission requirement: Enterprise administrator permissions are required.
• Membership requirement: This feature requires an enterprise plan.
• Network requirement: Keep the device online while saving and syncing the policy.

2. Set the controlled member scope

Entry path: Admin Console → Security Control → Document Security → Prevent Clients from Saving Documents Locally in WPS365

1. Open the Prevent WPS Clients from Saving Documents Locally policy page.
2. In the member scope area, choose All Members or Selected Members.
3. If you choose Selected Members, add the members that should be controlled.
4. Save the settings and wait for the policy to take effect.

Success Criteria

• Interface result: The page shows the selected control scope.
• Next action available: You can continue to maintain whitelist users.

Tips While Using

• Common mistake: Saving before confirming the member scope may cause the policy coverage to differ from what you intended.
• Membership requirement: This feature requires an enterprise plan.

3. Manage the control whitelist

Entry path: Admin Console → Security Control → Document Security → Prevent Clients from Saving Documents Locally in WPS365

1. Open the target policy page.
2. Find the Control Whitelist area.
3. Add users who should not be affected by the local-save restriction.
4. If you need to restore unified control, remove the corresponding whitelist users.
5. Save the settings and confirm the updated list.

Success Criteria

• Interface result: The whitelist area shows the added or removed users.
• Next action available: The policy can continue to run with the selected member scope and whitelist together.

Tips While Using

• Common mistake: Adding a user who should be controlled to the whitelist will exempt that user from the restriction.
• Membership requirement: This feature requires an enterprise plan.