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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure document permissions

Set sharing permissions on external cloud files using document configuration.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Documents > Administration > Document Configurations.

  2. Select New.

  3. Enter the Name, and the Order.

  4. Select the provider and the table.

  5. Set the conditions to be met.

  6. Select Submit.

    A new configuration is created under Document Configurations.

  7. To set permission rules, select the configuration by clicking on the name.

  8. Select New.

  9. Set the conditions to be met for document access.

  10. From User fields, select and add fields.

  11. Select internal permissions from the Internal Permissions drop down.

  12. Select external permissions from the External Permissions drop down.

  13. Select Submit.

Parent Topic:Document repository

Related topics

Create a document record

Document versions

Download a document

Share a document link

Modify a shared link access

Delete a document link

Delete documents