The permissions outlined in the following table are the default permissions assigned in the External User Permissions template.
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Note: This table provides a cross-reference for permissions which are tied to other permissions in the table. When permissions are linked, you must have both the permission and it's linked permission, to get access to the functionality. For example, if you are given permission to Launch Native Files, but you don’t have the Native Viewer permission, you will not see the Native Viewer in your application. |
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Option |
Definition |
Linked Permission |
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Case Setup |
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Expanders Documents |
Allows User to access the DocumentIn eCapture, refers to an electronic file (letter, spreadsheet, slideshow, etc.) that can be discovered; or discovered and processed. Tab to left of window. |
DOCUMENTS Slider |
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Review |
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Production Viewer |
The user will have access to the Production Tab in the Document Details window |
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Case Setup |
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The user will have access to the Extracted Text Tab in the Document Details window |
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Image Viewer |
The user will have access to the Image Viewer Tab in Document Details window |
REDACTIONS Slider; ANNOTATIONS Slider |
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Launch Native Files |
The user will be able download and open the selected file in its native application if installed on the user's workstation. The native can be opened by clicking on the icons in the Documents Review Table or in the Document Details Native Viewer |
DOCUMENTS Slider, Native Viewer |
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Modify Grid Display |
The user will be able to right click on the field headers in the Document Review Table and select Modify Grid Display. This will open the Modify Grid Display window where the user can choose which fields will be viewable in the Document Review Table |
DOCUMENTS Slider |
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Native Viewer |
The user will have access to the Native Viewer Tab in the Document Details window |
Launch Native Files |
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Tags View Page Tags |
The user will be able to view Page Tags in Tags window |
TAGs Slider |
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documents slider |
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View |
The user will be able to see the document review table, but will not be able to edit field values in the record view |
Expander Documents, Launch Native Files, Modify Grid Display |
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TAGS Slider |
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Disabled |
The user will not be able to see the Document Tags in the Tags window |
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EXPAND BATCH LIST |
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Disabled |
The user will not be able to view or access any batches |
Expanders Batches |
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REDACTIONS | ||||
Disabled | The user will not be able to view, edit, create or delete redactions in Document Details Image Viewer | Image Viewer | ||
SAVED SEARCHES | ||||
Disabled | Search capability is disabled | Expanders Search | ||
SHARED FOLDERS SLIDER | ||||
View | The user will be able to view the Shared Folder Saved Searches | Expanders Search | ||
SMART FOLDERS SLIDER | ||||
Disabled | Smart Folder capability is disabled | DOCUMENTS Slider, Expanders Document | ||
ANNOTATIONS SLIDER | ||||
Disabled | Annotations will be disabled in the Document Details Image Viewer | |||
