Document Filer
Rights of a Document Filer
- An electronic Brief has been created which you have access to.
- You will be a Document Filer.
- Who can access the Brief is controlled by a Brief Manager or an Administrator.
- The Brief Manager is the principal person managing the Brief.
- You cannot a create, change details or structure of, archive or delete Briefs.
- You will not necessarily have access to all documents in the Brief.
- You can view details of documents in the Brief you are permitted to access and sort details of documents by fields including date of document.
- You can upload and download documents and delete documents from the Brief.
- You can change the information on Cloudbrief about a document and copy and move documents between folders for a given Brief.
- You will not necessarily have access to all documents in the Brief.
- You will only see details of documents that a Brief Manager or Document Manager has permitted you to see.
- You have more rights than those of a Viewer, Client or Expert.
What you can see
- You will only be able to access a Brief if a Brief Manager or Administrator has permitted access.
- You will only be able to see a document within a folder in a Brief if the person who filed the document has permitted access by a Document Manager.
- You will be able to download a document if you can see its details in a folder.
What you can & can't do
- A Document Filer can upload and download documents, edit and delete information from the Brief.
- A Document Filer can sort details of documents by fields including date of document.
- A Document Filer can change the information on Cloudbrief about a document but, unlike a Document Manager, cannot copy and move documents between folders for a given Brief.
- A Document Filer cannot create, change details or structure of, archive or delete Briefs.
- A Document Filer will not necessarily have access to all documents in the Brief.
- A Document Filer will only access and see documents that a User with authority to upload documents has permitted the Document Filer to see.