Configure document permissions

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Set sharing permissions on external cloud files using document configuration.

    시작하기 전에

    Role required: admin

    프로시저

    1. Navigate to All > Documents > Administration > Document Configurations.
    2. Select New.
    3. Enter the Name, and the Order.
    4. Select the provider and the table.
    5. Set the conditions to be met.
    6. Select Submit.
      A new configuration is created under Document Configurations.
    7. To set permission rules, select the configuration by clicking on the name.
    8. Select New.
    9. Set the conditions to be met for document access.
    10. From User fields, select and add fields.
    11. Select internal permissions from the Internal Permissions drop down.
    12. Select external permissions from the External Permissions drop down.
    13. Select Submit.