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Documents

ONESOURCE DataFlow documents or attachments are stored in a centralized document management location in the ONESOURCE Platform. You set permissions to manage these documents on the
Documents
tab in
ONESOUARCE Administration
.
To set permissions:
  1. Sign in to ONESOURCE Administration and edit a user.
  2. Select
    Product Permissions
    , then
    Documents
    .
  3. Select the
    DataFlow
    checkboxes for
    View
    ,
    Add
    , and
    Download
    .
  4. Select
    Next
    .
  5. Go to the ONESOURCE Workflow Manager section on the
    Product Assignments
    tab.
  6. Select the
    DataFlow
    and
    Documents
    checkbox for a regular user.
  7. Select the
    Data Provider
    checkbox for a data user.
  8. Select
    Done
    . This will send an email to the user to sign in and complete registration.