View, Add, or Modify Document Permissions

When you upload a document or when you publish a document from the Unpublished Documents sub-node, you become its owner and have full access to it. You can grant other users access to it.

If you have granted folder-level permission to other users and allowed the permission to apply to the contents of the folder, those permissions will apply to the documents that you add to it automatically. They will appear as selected in the document permissions window. However, you can modify these permissions per document if needed.

To view the document permissions:

Go to the shell tab and switch to User mode.
In the left Navigator, select Document Manager, and then select Documents to open the Documents log (for Project Documents).
Click an item (document) from the log to select it.
On the right pane, click the Permissions tab to view the document permissions.

To add or modify the document permissions:

Go to the shell tab and switch to User mode.
In the left Navigator, select Document Manager, and then select Documents to open the Documents log (for Project Documents).
Click an item (document) from the log to select it. You can select more than one item.
From the toolbar, click the Actions drop-down list and select Permissions to open the Permissions overlay page. Alternatively, if you are working with one item (document) only, you can click the gear menu ( ) next to the item and select Permissions.
On the Permissions overlay page, you can add or modify the document permissions by using the following options:
- Inherit form parent folder <parent folder name>
If the Inherit permissions from the parent folder check box at the top of the window is selected, the folder-level permissions will apply automatically and cannot be modified.
- Assign new permissions
Click Save when done, or click Cancel to close the Permissions overlay page without any changes.
When you are working with more than one item (document), there is an additional option: Save and Close.

When you are working with permission of one item (document) only, there are additional options: Previous and Next. These additional options let you finish your work and navigate to permissions of the previous or the next item.

To modify the folder permissions, deselect Inherit permissions from the parent folder.

Do any of the following:

To add a new user, click Add and add users or groups to grant permission. Select the user from the list and grant or remove individual permission.
To remove a user's permissions, select the user from the list and click Remove.
To modify a user's permissions, select the user from the list and grant or remove individual permissions.

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