Review document permissions available when sharing.
Document Access controls both Document and Document Folder permissions on an object. Document access is controlled through sharing. The 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
|Edit Document Details||✓|
|Attach Custom Form||✓|
|Edit Custom Fields||✓|
|Move to (object)||✓|
|Send To (integration)||✓|
|Upload new version||✓|
|Share Documents Publicly**||✓|
|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.