Document Management (Android)

Add Markups Web

By default, users can only add markups while they are the 'Current Step Assignee' for a workflow. Note: The 'Create Markup' permission can be enabled for additional roles ('Workflow Assignees' and 'Workflow Manager'), or disabled for all users. See View and Manage Workflow Permissions.

Complete Information for Documents Web

Users must be part of a Document Management tool permission group with the 'Upload New Files' permission enabled.

Configure Settings: Document Management Web

Configure Your View Web iOS Android

Create a Permission Group Web

Create a Saved View Web

Users with 'Standard' level permission can create their own saved views that are only visible to them. Users with 'Admin' level permission can create their own views AND project views that are visible to everyone in the project.

Delete a Permission Group Web

Delete a Saved View Web

Users with 'Standard' level permission can only delete their own saved views. Users with 'Admin' level permission can delete their own views AND project views that are visible to everyone in the project.

Download Documents Web iOS Android

Users can only download documents that they have access to through a permission group.

Duplicate a Permission Group Web

Edit a Permission Group Web

Edit a Saved View Web

Users with 'Standard' level permission can only edit their own saved views. Users with 'Admin' level permission can edit their own views AND project views that are visible to everyone in the project.

Edit Information for Documents Web

Users must be part of a permission group with the 'Edit Attributes' document permission enabled.

Edit Revisions Web

Users must be part of a permission group with the 'Edit Attributes' document permission enabled.

Edit the Naming Standard Web

Edit Upload Requirements Web

Export Information Web

Users can only export information for documents that they have access to through a permission group.

Import Field Options Web

Users must also have 'Admin' level permission to the Company level Admin tool.

Manage Configurable Fieldsets and Default Fields Web

Users must also have 'Admin' level permission to the Company level Admin tool. Note: Users with 'Admin' level permissions to Document Management tool can show or hide default field options within the tool's Configure Settings page.

Manage Users in a Permission Group Web

Review a Document in a Workflow Web

Users must also be added as an assignee for a workflow.

Search for and Filter Documents Web iOS Android

Users can only find documents that they have access to through a permission group.

Set a Document Management Permission Group for a New User Web

Users must have 'Admin' level permissions to the Project level Directory tool.

Share Documents in a Correspondence Item Web

Users must have 'Standard' or 'Admin' level permissions on the item's correspondence type. OR 'Read Only' level permissions on the item's correspondence type with the 'Create Item' granular permission enabled on the permissions template.

Start a Workflow for Documents Web

Submit Documents Web

Users must be part of a Document Management tool permission group with the 'Submit New Files' permission enabled.

Upload Documents Web

Users must be part of a Document Management tool permission group with the 'Upload New Files' permission enabled.

View and Manage Document Permissions Web

View Document Management Files in a Correspondence Item Web iOS Android

Users must have 'Read Only' level permissions or higher on the correspondence type. Note: Depending on the correspondence item's status and privacy settings, users may also need to be assigned specific roles or granular permissions in order to view the item.

View Documents Web iOS Android

Users can only view documents that they have access to through a permission group. Note: Users with 'Admin' level permissions to the Document Management tool can view all files that have been added to the 'Uploads' tab. Users with 'Standard' permission can only view the files that they have uploaded.

View Change History for Documents Web

View Permission Groups Web