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.