Required Permissions for Common Actions

To perform an action in Laserfiche, you must have all the required permissions to perform that action. If you are missing any of the required permissions, you will not be able to perform the action, even if you have all of the other required permissions. The following list provides an explanation of which permissions are required for common actions.

Viewing Entries and Their Contents

Browsing Entries

In Laserfiche, the Browse entry access right allows a trustee to see that a document exists in the repository and view its name and basic information about it (such as its creation and modification date), but not to open the entry to view its contents.

Users with the Manage Entry Access or Bypass Browse privileges can browse all entries in the repository, regardless of whether they have the Browse entry access rights. This does not give them the ability to open or modify any of those entries.

Opening Folders and Viewing their Contents

To open a folder and view its contents, you must have the following rights:

• The Browse and Read entry access rights on the folder. This will permit you to open the folder, but on its own will not permit you to see which folders and documents are within the folder.

• The Browse entry access right on the folder's contents. This will permit you to see which folders and documents are within the folder.

If a user has the Browse entry access right for some of the folder's contents but not others, they will only see those entries for which they have that right.

Opening Documents and Viewing their Contents

To open a document and view its electronic file, pages, metadata, and text, you must have the Browse and Read entry access rights for the entry. To view annotations on a document's image pages, you must have the See Annotations entry access right. You must also have the Read volume access righst to view its pages, text, and electronic file, and the Read template and field access rights to view its fields.

Seeing Through Redactions

If the document you are viewing contains redactions, by default you will not be able to see the content that is obscured by the redaction. To grant a user the ability to see through a redaction to the content beneath, grant the See Through Redactions entry access right.

Searching for Documents

For the repository search options to be displayed, and in order to perform a search, you must have the Search feature right. In addition, you will only see entries for which you have the Browse entry access right in your list of search results, and can only open those entries if you have the Read entry access right.

Printing and Exporting Documents

To print or export a document, you must have the Browse and Read entry access rights, as well as either the Print or Export feature right.

Creating, Importing, Copying, Pasting, Moving, and Renaming Entries

Creating Folders

To create a new folder, you must have the Create Folder entry access right on the folder in which you are creating the new folder. To set metadata on the newly-created folder, you will need the Write Metadata entry access right.

Creating, Scanning, and Importing New Documents

To create a new document, you must have the Create Document entry access right on the folder in which you are creating the new document, as well as the Create Documents volume access right. If the new document has an electronic file, pages, and/or text, you must also have the Add Files volume access right.

In addition to the above, creating documents via importing them from your hard drive requires the Import feature right, and creating documents via scanning requires the Scan feature right; in either case, the Process feature right is required to perform text generation or indexing of the document. To set metadata on the newly-created, scanned, or imported document, you will need the Write Metadata entry access right.

To add a template to a newly-created document, you must have the Read template access right to the template. You must also have the Create field access right for any field you wish to populate during document creation.

Creating Shortcuts

To create a new document, you must have the Create Document entry access right on the folder in which you are creating the new shortcut.

Copying and Pasting Entries

To copy a document and paste it in another part of the repository, you must have the Create Document or Create Folder entry access right on the destination folder, depending on the entry type you are copying.

Moving or Cutting and Pasting Entries

To move an entry to another folder, or cut and paste it from one folder to another, you must have the Delete Entry entry access right on the destination folder, as well as the Delete feature right. You must also have the Create Document or Create Folder entry access right on the destination folder, depending on the entry type you are moving.

Renaming Entries

To rename an entry, you must have the Rename entry access right.

Modifying Entries and Their Contents

Adding Pages, an Electronic File, or Text to a Document

To add image pages to a document (such as by scanning additional pages into an existing document or copying pages from one document to another) or upload a new electronic file to a document, you must have the Append Data entry access right and the Add Files volume access right. You also require this right to add text to a document via OCR, text generation, transcription, or document summarization.

Modifying Document Pages or Electronic Files

To modify a document's existing pages, electronic file, or text, you must have the Modify Contents entry access right, and the Modify/Delete Files volume access right. This also allows you to rearrange a document's pages within a document.

Modifying Document Metadata

To manage the metadata assigned to an entry once it has been created, a user must have the Write Metadata entry access right. This allows a user to assign template and field data to a document, and add and remove document links and tags. In addition, a user must have the Read template access right for any template they want to assign, and the Modify Field field access right for any fields they want to populate.

Adding and Modifying Annotations

To apply an annotation to a document, you must have the Annotate entry access right. If you want to apply a redaction, you must also have the See Through Redactions entry access right for that document.

Moving Pages from One Document to Another

To move pages from one document to another by cutting and pasting or dragging and dropping, you must have the Delete Document Pages entry access right on the source document, and the Modify Contents or Append Data entry access right on the destination document. You will also need the Delete feature right. If the documents are in different volumes, you will also need the Modify/Delete Files volume access right on the source document, and the Add Files volume access right on the target document.

Deleting Entries and Their Contents

Deleting Entries

To delete an entry, you must have the Delete Entry entry access right. If the entry is a document with pages, an electronic file, or text, you must also have the Modify/Delete Files entry access right. Note that if the recycle bin has been enabled for your repository, deleted documents will be sent there upon deletion rather than deleted immediately.

Purging Entries from the Recycle Bin

To purge entries that you deleted yourself from the recycle bin, you must have the Purge Entries privilege. Users with both the Purge Entries privilege and the Manage Entry Access privilege can purge any entry in the recycle bin.

Additional Considerations

RM, security tags, licensing, shortcut security