Define Role Access to the Letter Attachment Document Type

Letter Management Guide

Version
R2024.1.0
Define Role Access to the Letter Attachment Document Type

To define role access to the Letter Attachment document type:

  1. Go to Documents > Admin > Document Types.
  2. Select Letter Attachment in the list.
  3. Use the Available Roles and Roles controls below the list to define which user roles can access these documents, and if they have Create, Read, Update, and Delete permissions. (You don't need to configure the Visible To drop-down list.)
  4. Add your own role and any administrator roles that will upload letter attachments to the system. You should typically give each of these roles Create, Read, Update, and Delete permissions.
  5. Add any roles that will need to attach documents to templates. For users to attach documents to templates, their role must have at least Read permission.
  6. Click Save.