BlueCielo Meridian Enterprise 2013 Configuration Guide | BlueCielo ECM Solutions

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Document privileges

Document privileges control access to document data and commands within the folders to which the privileges have been assigned. If the Use Document Type Security option is enabled for the vault, these privileges are available for each document type.

Document privileges
Privilege Description

Add To Briefcase

Allows the user to add documents to a briefcase. For information on configuring briefcases, see Understanding briefcases.

Note    The View Content (document) privilege is also required.

Attach Hybrid Part

Allows the user to attach a hybrid part file to a hybrid main part document that is under change, either using drag and drop or, in the case of CAD documents, by saving the main part document with its native application when the application link is loaded. For information on creating hybrid document types, see Assigning document types to imported files.

Change Document Type

Allows the user to change the document type of an existing document. It can be useful after a bulk import to assign the correct document types to each of the imported documents.

Warning     Be aware that changing the document type may mean that some properties are not displayed any more, if the new document type uses different property pages. However, the associated values for these properties are not lost; they are just not shown. For more information on document types, see Creating and editing document types.

Change Properties

Allows the user to edit the property values of documents.

Change Revision Number Manually

Allows the user to change the revision number of documents manually. For information on configuration revision numbers, see Configuring document revision numbers.

Copy Outside Vault

Allows the user to copy documents to outside the vault and download documents with Web Access.

Notes

  • Users also need the Edit in Application privilege to be able to download documents with Web Access.
  • Web Access users need this permission to be able to view documents because a copy of the document is made outside the vault in the user’s Local Workspace.

Copy With References

Allows the user to copy documents including all references. For more information on using references, see Understanding reference types.

Delete Hybrid Part

Allows the user to delete a part from its parent hybrid document. For information about configuring hybrid document types, see Configuring document type general options. Hybrid documents can also be created during import as described in Assigning document types to imported files.

Derive With References

Allows the user to derive a new document from an existing document, including all references. For more information on using references, see Understanding reference types.

Detach Hybrid Part

Allows the user to detach (but not delete) a part from its parent hybrid document. For information about configuring hybrid document types, see Configuring document type general options. Hybrid documents can also be created during import as described in Assigning document types to imported files.

Draft Print

Allows the user to print documents using the viewer.

Edit In Application

Allows the user to edit a document in its native application.

Note    This privilege is also required to download documents and to release project copies as new master document revisions using Web Access.

Edit Redlines Outside Workflow

Allows the user to redline released documents.

Edit Rendition Redlines Outside Workflow

Allows the user to redline released document renditions.

Issue file name

Allows the user to use the Issue New file name command to rename the selected documents according to the calculation specified for their document type. For more information on calculating file names, see Creating and editing document types.

Note    The Rename privilege is also required.

Lock master document

Required to run the Lock Master Document command to prevent changes to the master document by document workflow or project copies.

Manually Update Rendition

Allows the user to manually replace the content of document renditions using drag-and-drop.

Rename

Allows the user to rename a document after it has been created.

Release as master revision

Required to run the Release as Master Revision command.

Show Revisions

Allows the user to view the revision history of documents.

Unlock from Briefcase

Allows the user to unlock documents that have been checked out to a briefcase. For information on configuring briefcases, see Understanding briefcases.

Update master document

Required to run the Release as Master Revision command to produce a new revision of a master document.

View Content

Allows the user to view documents in the viewer window. Use the View Rendition privilege to control access to document renditions.

Notes

  • This privilege is also required to add documents to a briefcase.
  • If a user has not been granted this privilege but a rendition of the document exists, the rendition will be shown in the viewer.

View Redlines

Allows the user to view redlines created using the viewer.

View Rendition

Allows the user to view renditions using the viewer.

NEW  

View Rendition Properties

Allows the user to view the Rendition property page.

View Rendition Redlines

Allows the user to view rendition redlines created using the viewer.

Related concepts

Understanding renditions

Understanding the internal property sets

Security privilege descriptions

Understanding security roles

Related tasks

Configuring vault settings

Creating and editing transitions

Configuring document type workflow

NEW Securing parts of the vault configuration


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