Components installed with Document Management

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Several types of components are installed with activation of the Document Management plugin, including tables and user roles.

    Demo data is available for this feature.

    Roles installed

    Role title [name] Description Contains roles
    Admin

    Provides Create, Read, Update, and Delete access to the document and its related tables.

    Admin users have access to List and List Entries modules.

    		 platform_document_management_admin
    Table 1. Sharing permission roles
    Role Name Description
    dm_sharing_levels_user

    This role contains the following roles:

    • dm_user_role_read
    • dm_user_group_read
    • dm_user_criteria_read

    Provides the ability to share documents at all levels (group, role, and user criteria).
    dm_user_role_read Provides read access to the user role table and the ability to share documents based on user roles.
    dm_user_group_read Provides read access to the User Group table and the ability to share documents based on user groups.
    dm_user_criteria_read Provides read access to the User Criteria table and the ability to share documents based on user criteria.

    Tables installed

    Table Description
    ds_document Stores document records containing document metadata.
    ds_document_version Stores document versions containing the actual document file or URL to the file.
    ds_document_references
    Stores references between document records and other records.
    Note:
    The records can be from any other table and record on the platform

    Supports a many-to-many relationship between documents and target records.
    ds_document_lists Stores document lists, which are a collection of template documents used to create and link documents to other records.
    ds_document_list_entry Stores mappings between template documents and document lists.
    ds_document_user_can_access_mtom Stores permissions provided to users to access documents as a Reader, Writer, or Owner.
    ds_document_ug_can_access_mtom Stores permissions provided to user groups to access documents as a Reader, Writer, or Owner.
    ds_document_ur_can_access_mtom Stores permissions provided to user roles to access documents as a Reader, Writer, or Owner.
    ds_document_uc_can_access_mtom Stores permissions provided to user criteria to access documents as a Reader, Writer, or Owner.
    ds_document_permalink Stores the permalink and expiration date for the document.
    Note:
    The Documents [ds_document] and Versions [ds_document_version] tables can be extended.