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Sharing Settings Permissions for Documents in Vault PromoMats

  • Updated

 

Sharing Settings Permissions for Documents:

 

Permissions Enabled Actions Includes
View Document
  • Search for the document
  • View Where Used
  • View version history for any previous versions which the user has permission
  • View fields, relationships, and security
  • View document's audit trail
  • View and download attachments
  
View Content
  • View annotations
  • Download renditions
  • View version history, including content, for any previous versions which the user has permission to view
  • View document content
  • Download document with annotations
  • Export binder
  • View document thumbnails
  • View Document
Edit Fields
  • Edit all document fields
  • Add or remove renditions (for all renditions besides viewable renditions)
  • View Document
Edit Relationships
  • Add, edit, or remove document relationships
  • Add, delete, or version attachments
  • View Document
Edit Sharing Settings
  • Add or remove users from roles on a document
  • View Document
Annotate
  • Add or reply to annotations
  • Move annotations
  • Add document level comments
  • View Content
Create Anchors
  • Create anchors on the latest version of the document
  • View Content
Version 
  • Create a new draft of the document
  • View Document
Download Source
  • Download the source file for the document 
  • View Content
Edit Document
  • Check the document out and in
  • Edit binder (structure, not document fields)
  • Upload new version to the document
  • Upload a file to a content placeholder
  • View Document
  • Download Source
Manage Viewable Rendition
  • Delete viewable rendition
  • Re-render document to create viewable rendition
  • Upload viewable rendition
  • View Document
Reclassify
  • Modify the type, subtype, and classification of the document
  • View Document
  • Edit Fields
Multi-Channel Actions
  • Ability to use the Create Presentation action on a document; this option is only available if your Vault uses Atomic Security for Documents
  • View Document
  • Edit Fields
Change Owner
  • Change the user assigned to the document owner role
  • View Document
  • Edit Sharing Settings
Change Coordinator
  • Change the user assigned to the document coordinator role
  • View Document
  • Edit Sharing Settings
Delete
  • Delete the document
  • Delete versions on the document
  • View Document

 

Related Documentation:

Vault Help:

 

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