{"id":11347,"date":"2022-03-11T14:20:00","date_gmt":"2022-03-11T05:20:00","guid":{"rendered":"https:\/\/www.eformsign.com\/en\/blog\/?p=11347"},"modified":"2023-03-30T11:54:28","modified_gmt":"2023-03-30T02:54:28","slug":"granting-document-management-permissions","status":"publish","type":"post","link":"https:\/\/www.eformsign.com\/en\/blog\/granting-document-management-permissions\/","title":{"rendered":"Granting the Document Manager Permission"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote\"><p>Only the <strong>admin<\/strong> can perform this action.<\/p><\/blockquote>\n\n\n\n<p>A member with the document manager permission can open, void, and remove documents for which the member has permission.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" width=\"1920\" height=\"1080\" src=\"https:\/\/www.eformsign.com\/en\/blog\/wp-content\/uploads\/sites\/3\/2023\/03\/document-manager-en_1.gif\" alt=\"\" class=\"wp-image-12736\" \/><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ol><li>Go to <strong>Manage company<\/strong> &gt; <strong>Manage permissions<\/strong> in the sidebar.<\/li><li>Select <strong>Document manager<\/strong> under <strong>Permissions<\/strong> at the left side of the screen.<\/li><li>Click the <strong>Add a document manager<\/strong> button at the top right corner of the screen.<\/li><li>Select the member you want and then click the Confirm button.<\/li><li>Click the <strong>Settings<\/strong> button of the document manager you added, and filter the documents he\/she can manage by document creator and document type. For example, if you select a member named John Doe under <strong>Document creator <\/strong>and <strong>All documents<\/strong> under <strong>Document type<\/strong>, then the document manager has the permission to manage all the documents created by John Doe.<\/li><li>On the right, you can select the permissions you want to give to the document manager for the filtered documents.<\/li><li>Once you are done configuring the settings, click <strong>Save<\/strong>.<\/li><\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Only the admin can perform this action. A member with the document manager permission can open, void, and remove documents for which the member has permission. Go to Manage company &gt; Manage permissions in the sidebar. Select Document manager under Permissions at the left side of the screen. Click the Add a document manager button [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":12243,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[129],"tags":[177,165,154,155],"_links":{"self":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/11347"}],"collection":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/comments?post=11347"}],"version-history":[{"count":6,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/11347\/revisions"}],"predecessor-version":[{"id":12744,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/posts\/11347\/revisions\/12744"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media\/12243"}],"wp:attachment":[{"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/media?parent=11347"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/categories?post=11347"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eformsign.com\/en\/blog\/wp-json\/wp\/v2\/tags?post=11347"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}