Share documents with user criteria

As a Writer or Owner assign access to a document based on the user criteria permissions.

Before you begin

Role required: dm_user_criteria_read

Procedure

1. Navigate to Documents > Documents.
2. Open the document record.
3. Select the Sharing Permissions check box.
4. Select the User Criteria Permissions tab.
5. Select New and select the permission level from the drop-down list.
6. Select the user criteria you want to assign permission to.
7. Click Submit.