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Document Management Permissions How To's

How to's for the Document Management Permissions guide.

How to authorize AI Assistant usage​

Steps:

  1. Go to Admin Tools → Security.
  2. Enable AI Assistant for the relevant user group.
  3. Ensure AI features are activated in system settings.

How to grant access to the Document Index Report​

Steps:

  1. Navigate to the Security Module.
  2. Assign the Document Report permission to the user group.

How to set Recycle Bin permissions​

Steps:

  1. Navigate to Security Settings.
  2. Assign one or more of the following:
    • Recycle Bin > View
    • Recycle Bin > Delete
    • Recycle Bin > Restore
    • Recycle Bin > View All
    • Recycle Bin > Settings

How to enable Capture upload functionality​

Steps:

  1. Ensure the Capture service is installed.
  2. Go to Security and assign Capture > Active.

How to configure ABBYY image processing permissions​

Steps:

  1. Verify ABBYY license and configuration.
  2. Assign Capture > Can Use Abbyy-Licensed Functions in the permission group.

How to grant object-level permissions​

Steps:

  1. Open the permission group in Admin Tools.
  2. Under Object Permissions, assign permissions based on:
    • Action (Add, Edit, Delete, etc.)
    • Object (Folder, Document, Content, etc.)

How to assign access to the Document Management System​

Steps:

  1. Go to Admin Tools → Security.
  2. Select the permission group.
  3. Enable the DMS Access permission.