Follow
Document Permissions

Overview

Review document permissions available when sharing.   

Details

Document Access controls both Document and Document Folder permissions on an object. Document access is controlled through sharing. The owner has default access and can share access with other users through permissions. When sharing through permissions, owners determine the degree in which users may have access to the object. The table below displays the actions users can take to share permissions for document functionality.

 

Document access is also controlled through object hierarchy. If the user already has permission on a source object like a project,  those permissions will transfer to the document.  

 Document/Document Folder Permissions

This table provides the permissions for sharing a document.

Action

Manage

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)  

** Action is shared by both Documents and Document Folders.

* Action is available only for Document Folders.

*** Proofing is a separately provided service. Contact your account rep regarding the availability of these feature for your organization.