Document management rights
These settings control all other functions within a template or document that are not document dependent.
The permissions are split into either template or document permissions.
When the role group is created the user must select if the role will be assigned to templates or documents.
Different permissions will show depending on what is selected.
Internal users
Document management permission (Document)
These document management permissions control access to document related permissions.
Delete/recover
If this permission is turned on the user can delete or recover documents.
Manage internal user roles
If this permission is turned on the user can manage internal users in the template/document Manager users window and also the Dashboard Overview screen
Manage external user roles
If this permission is turned on the user can manage external users in the template/document Manage users window and also the Dashboard Overview screen
Manage final version
If this permission is turned on the user can lock/unlock the document after editing.
Upload signed version
If this permission is turned on the user can upload a signed copy of the final document.
Document management permission (Template)
These document management permissions control access to document related permissions.
Delete/recover
If this permission is turned on the user can delete or recover templates
Manage internal user roles
If this permission is turned on the user can manage internal users in the People with access tab and Overview screen
Make template available
If this permission is turned on the user can make templates available from Document properties tab
Manage group access to templates
If this permission is turned on the user can manage user group access to templates for internal users in the People with access tab and Overview screen
General options (Documents)
Controls access to general messaging and tracking permissions.
Receive notification of unopened comments
If this permission is turned on the user will receive an email when a new comment is added.
Receive notification of document expiration
If this permission is turned on the user will receive an email when a document expires.
Add notes
If this permission is turned on the user can add new notes in the document Notes tab.
Send for approval
If this permission is turned on the user can send the document for approval.
General options ( Templates)
Receive notification of unopened comments
If this permission is turned on the user will receive an email when a new comment is added.
Receive notification of document expiration
If this permission is turned on the user will receive an email when a document expires.
Add notes
If this permission is turned on the user can add new notes in the document Notes tab.
Send for approval
If this permission is turned on the user can send the template for approval.
External users
Document management permission (Document)
Accept and agree to final version
If this permission is turned on the user can agree to the final locked document (Documents only)
General options
Receive notification of unopened comments
If this permission is turned on the user will receive an email when a new comment is added.
Receive notification of document expiration
If this permission is turned on the user will receive an email when a document expires.
