Question:

Why are Document options not appearing in Vault Loader for a user that has the Vault Loader permission?

Answer:

To be able to use Vault Loader to create and update documents, a user must have both the Vault Loader permission as well as the All Document Actions permission.

These permissions can be found under Application --> Vault Owner Actions.

Please note that by selecting only the permission All Document Create the user may face document specific permission issues when updating documents, depending on the Sharing Settings permissions of the user in each document. For this we recommend to use the All Document Actions.

Related Documentation:

Vault Loader Documentation: Loader Permissions

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