One or more basic document rights is required to view or work with documents.
Note: Whereas other record types have multiple pages associated with each record, documents behave differently. From the Documents List page, when a document's Properties icon is clicked, a list of property pages associated with that document opens. Document property pages associated with basic document rights include General, and Workflow pages.
The following table explains the basic rights to Document:
Right |
Description |
Prerequisite Rights |
Pages |
View Document records |
Allows groups to search for, view, print, and share existing Documents, as well as search for and view folders. Note: For a group member to be able to access its own Document folder or other contact folders, the group member must be able to view the appropriate Contacts. |
None |
Documents list Advanced Document Search Document Properties > •General •Workflow |
Edit Document records |
Allows groups to check out and check in Documents. |
View Document records |
Same as for View Document records |
Create Document records |
Allows groups to upload new Documents, as well as to create folders, links, and shortcuts to Documents. Note: To specify the author of a Document, groups must be able to view the appropriate Contact. |
View Document records |
Same as for View Document records |
Delete Document records |
Allows groups to delete existing Documents or move them to another location in the Documents area. Note: To move Documents, a group must also have the Create Document records right. |
View Document records |
Same as for View Document records |
Mass edit Document records |
Allows groups to mass edit existing Documents. |
View Document records Edit Document records |
Mass Edit page |
