Access Permissions:
| Uploader |
Viewer (No Download) |
Viewer | User | Administrator | |
| Search Contracts | X | X | X | X | |
| View Contracts | X* | X | X | X | X |
| Bulk Download Contracts | X | X | X | ||
| Export Data | X | X | |||
| Upload Contracts | X | X | X | ||
| Access and Download Attachments | X | X | X | ||
| Upload and Delete Attachments | X | X | |||
| Manage Access and Permissions | X | ||||
| Create Personal & Shared Tags | X | X | X | X | X |
*Limited to the contracts uploaded by the Uploader
**The attachments feature is an advanced option for subscribers
Feature Permissions:
| Tag Administrator | Public Tag Assignment | Client Data Administrator | Document Access Administrator*** | |
| Create/Delete Public Tags | X | |||
| Assign/Remove Public Tags | X | X | ||
| View All Personal/Shared Tags | X | |||
| Edit Client Editable Data | X | |||
| Edit Permission Groups | X |
***Document Access Administrators must also have Client Data Administrator permission, because Permission Groups is a specific set of Client Data
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