Document Manager

Document Manage [Documents]

This setting:	Allows users to:
Full Access	Access all files and all folders regardless of local permissions on individual folders or files Lock/unlock first level folders
Create	Create folders under the root Project Documents folder and modify folders created as subfolders to the root. (Subfolder permissions are managed locally in the Document Manager.)
Organize	Modify the properties and position of folders under the root Organize all folders in a project, regardless of folder-level permissions, using the Organize Folders function.
View	View the Document Manager and Project Documents nodes, required as the minimum user permission before any permission access (in User mode) to files or folders can be given. Note: This permission setting only grants the user the ability to view the Project Documents node at all. The user must also be granted permission at the folder or document level in User mode in order to view specific folders or documents.
Allow Quick Calendar Entry	Enter a reservation directly on the calendar for a Document Manager record. Note: If the business process has not been calendar-enabled in uDesigner, this permission will not appear on the list.

This setting:	Allows users to:
Publish	Publish or move documents from the Unpublished Documents into Project Documents
Download	Download an unpublished document
Open	Open an unpublished document
View	View the Unpublished Documents node and the list of documents

Last Published Wednesday, April 9, 2025