Add or Modify Multiple Documents Permissions

To add permissions to multiple documents:

Note: This option does not let you use the existing permissions for the selected documents. For example, if a user 'A' already has permission to one of the selected documents, and if the same user is selected again from the user group picker, then the user A's existing permissions will get overwritten with the new permissions.

Go to the shell tab and switch to User mode.
In the left Navigator, select Document Manager, and then select Documents.
In the Documents log (for Project Documents), select multiple documents.
From the toolbar, click Actions, and then select Permissions.
In the Permissions window, assign permissions to users or groups.
By default, permissions will be inherited from the common parent folder of all the chosen files. The inherited permissions will all be read-only. You have option to assign new permissions instead of choosing to inherit from parent folder.

The permissions of file owners can never be removed. If you select multiple files, add the file owners from the users- or group-picker, and click Remove, the system removes the file owners from the current permission window. The system does not remove permissions for the file owner.

If you switch between the Inherit form parent folder <parent folder name> and Assign new permissions options, all the inherited permissions are removed and the Permissions page toolbar and grid is updated as if you are proceeding to create permissions from scratch.

If you have already inserted one or more rows in the grid (manually or by copying from parent) and you decide to switch between the Assign new permissions and Inherit form parent folder <parent folder name> options, the system displays a message stating that the manually added permissions will be erased and replaced with the inherited permissions. You will have the option to proceed or cancel.
When you are done, click Save.

Last Published Tuesday, April 8, 2025