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Document Access

Overview

Explore document access available in Workfront by license type.  

Details

Access is inherited throughout an object's hierarchy. Therefore, if a project is shared with a user, they can access everything under that object including documents. System administrator defined Document Access controls both Documents and Document Folders permissions on an object. 

 

The table below displays the actions available to users by license type regarding document functionality.

Actions by License Type

 

Action
(Access Level)

Plan
(Edit)

Work
(Edit)

Review
(Edit)

Request
(Edit)

External
(View)

Create  
Edit Document Details  
Delete**  
Download
Checkout  
Add Approvers  
Approve Document
Attach Custom Form  
Edit Custom Fields  
Move to (object)  
Send To(integration)  
Updates/ Comments  
Upload new version  
Delete Version  
View Document(s)
Preview
Proof  
Generate Proof  
Remove Proof  
Share**  
Share System-wide**      
Share Documents Publicly**        
Add/Remove*  
Rename*  
Link(with integration)  
Unlink (with integration)  

** This action is shared by both Documents and Document Folders. 

* This action is available only to Document Folders.