Group permissions

You can assign permissions to a new group and change a group's permissions. Permissions determine what group members can do with documents stored in GoFileRoom.
  • Read
    — Group members can retrieve and view documents from a drawer.
  • Add
    — Group members can add documents to a drawer and can add GoFileRoom notes to documents.
  • Edit
    — Group members can change indexes and edit Microsoft Word and Excel documents.
  • Delete
    — Group members can delete documents from a drawer.
  • Lookup Mgmt
    — Group members can add, change, or remove
    Lookup list
    entries.
  • Deny
    — Clears all permission checkboxes and denies access for this group.
note
  • If a group has
    Read
    permission, its members can use Adobe Acrobat Annotations on PDF documents stored in GoFileRoom and email a document as a link or attachment. Group members will need the
    Add
    permission to save GoFileRoom notes.
  • To scan a document to a drawer, a group member needs the
    Add
    permission for that drawer. Groups don't need the
    Read
    permission, so you can give a group only the
    Add
    permission if you want.

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