Understanding DM Item-based Permission Keys and Values

Permission Keys define the access levels and actions that users can perform on documents, folders, and repositories.

Permission Keys Overview

Permission	Object	Description	Effect
Add	Folder	Grants permission to add a new folder	User can add a new folder.
	Document	Grants permission to add a new document	User can add a new document.
	Content	Grants permission to add a content file to the document	User can update the content.
	Related Document	Grants permission to define relationships between documents	User can establish relationships between documents.
	Digital Signature	Grants permission to sign the document	User can add a digital signature.
	Timestamp	Grants permission to add a timestamp during signing	User can add a timestamp.
Edit	Name	Allows changing names of repositories, documents, and folders	User can update names.
	Description	Grants permission to change the name and description of documents or folders	User can update descriptions.
	Content	Allows changes to the content files of the document	User can edit content files.
	Version	Allows creating a draft version of the document	User can manage versions.
	Properties	Allows visibility of properties in repositories, folders, and documents	User can view properties.
	Permission	Grants permission to assign permissions to other users	User can perform permission assignments.
	Profile	Grants permission to add and edit profile forms (metadata)	User can manage profile information.
Process	Move	Grants permission to move files or folders to another directory	User can move files.
	Copy	Grants permission to create a copy of selected files or folders	User can copy files.
	Shortcut	Grants permission to create shortcuts for selected files or folders	User can create shortcuts.
	Index Refresh	Grants permission to trigger OCR for reading data in documents	User can refresh the index.
	Share Link	Grants permission to create share links for documents	User can create share links.
	Send by Email	Grants permission to send by email during sharing	User can send by email.
Delete	Folder	Grants permission to delete repositories and folders	User can delete folders.
	Content	Allows deletion of content associated with the document	User can delete content.
	Version	Allows deletion of versions associated with the document	User can delete versions.
	Related Document	Grants permission to delete related documents	User can delete related documents.

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Authorization and Usage Conditions

• User Access: Users can only perform actions for which they have explicit permission.
• Edit Permissions: Users must have edit rights to modify names, descriptions, and content.
• Process Permissions: Move, Copy, and Share Link actions require additional user authorization.
• Delete Permissions: Deleting content is irreversible and should be granted carefully by system administrators.

Additional Notes

• Users can only see and interact with content they have access to. Unauthorized users will not be able to view or modify documents and folders.
• Versioning ensures that changes do not overwrite existing documents. Older versions are retained for reference.
• Deleting a document or folder permanently removes it, based on system policies.

See Also

• #linkDocument(UserGuide.ManagementTools.Security.DMPermissons) (DM Module-wide Authorizations)
• Explorer