Before You Begin Working with Document Manager

Ensure that you have the following defined in your user preferences.

File Viewer option: This option affects how files are opened and viewed within the system.
Permission settings: Like other modules within the system, access and use of the Document Manager is fully permission based, including for specific files and folders. Contact your project/shell or company administrator regarding general permission access to the Document Manager.

Note: For security, the Company Administrators can use the Security tab on the Company Settings page to specify the type and size of files that can be uploaded by users and per company policy. Contact your Company Administrator for more information.

See Also