To access the Permission screen, select Setup > Vault > Configuration, then select the Permission tab.
Available permissions
Permission | Functionality |
Delete | User can delete documents stored in the Vault. |
Archive | User can archive documents in the Vault. |
Unlock | Allows the user to unlock a document if the client advises that they are receiving a locked‑document message. |
Download | User can download documents from the Vault. |
Transfer | User can transfer documents from one client to another (typically used when a client changes their email address). |
Send for signature | User can send documents for signing from the Documents to clients tab in the Vault. Note: This permission is only available if your practice uses Digital Signatures. |
Apply permissions to a staff member
Click Edit permissions.
Tick the required permissions for the appropriate staff member.
Click Update to save the changes.