| 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
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| 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 if the document is in a binder
- View document thumbnails
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| Edit Relationships |
- Add, edit, or remove document relationships
- Add, delete, or version attachments
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| Edit Fields |
- Edit all document fields
- Add or remove renditions (for all renditions besides viewable renditions)
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| Edit Sharing Settings |
- Add or remove users from roles on a document
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| Annotate |
- Add or reply to annotations
- Add document level comments
- Move annotations
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| Create Anchors |
- Create anchors on the latest version of the document
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| Version |
- Create a new draft of the document
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| Download Source |
- Download the source file for the document
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| 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
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- View Document
- Download Source
|
| Manage Viewable Rendition |
- Delete viewable rendition
- Re-render document to create viewable rendition
- Upload viewable rendition
- Save page rotations
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| Reclassify |
- Modify the type, subtype, and classification of the document
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- View Document
- Edit Fields
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| 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
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| Change Owner |
- Change the user assigned to the document owner role
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- View Document
- Edit Sharing Settings
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| Change Coordinator |
- Change the user assigned to the document coordinator role
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- View Document
- Edit Sharing Settings
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| Delete |
- Delete the document
- Delete versions on the document
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