Document Type: Document Management

The following privileges appear in the Document Management category for Document Type privileges.

Use Version Control

Allows users to add a document to version control, check a document in and out, view a document’s history, undo a document’s checkout, and get the latest version of a document in version control.

Version control is only available for documents the user can access through the drawer and document type privileges. A user must have this privilege to sign a signature required task type.

Remove from Version Control

When a user has both this privilege and the Drawer > Document Management > Use Version Control privilege, the user can remove a document from version control.

Undo 3rd Party Check Out

When a user has both this privilege and the Drawer > Document Management > Use Version Control privilege, the user can reverse a document checked out by another user.

Delete Version History

When a user has both this privilege and the Drawer > Document Management > Use Version Control privilege, the user can delete the version control history of documents. A document must be removed from version control before a user can delete its history.