Document tasks

Item	Description	Notes
Create new documents	Create new documents, templates, and folders in the database. Import documents into the database. Generate documents from templates available in the database. Create new PQ definitions. Execute OQ and PQ.	/
Read documents	View the name and other properties of documents and folders that are available for display in the Navigator. Open and view documents in the editor (read-only mode).	/
Edit documents	Open and modify documents in the editor.	/
Remove documents	Delete documents and folders from the database.	/
Move documents	Move documents to other locations within the database.	This task also requires permission to Create new documents in the target folder.
Copy documents	Copy documents and folders to other locations within the database.	This task also requires permission to Create new documents in the target folder.
Export documents	Export documents from the database.	Tip: Exported PLA 3.0 document packages have the .edpdpx file extension.
Change document and folder key	Change the identification key of documents and folders.	The Deny change document or folder key option in the Database policies overrides this permission for the entire database (System > Database policies > Advanced). Tip: The extent to which users are free to decide on the form of new keys depends on the Document key format settings in the Folder properties (File > Folder properties > Document key format).
Read folder properties	Open the Folder properties dialog on a folder to view its settings (File > Folder properties).	/
Edit folder properties	Open the Folder properties dialog on a folder to modify its settings (File > Folder properties).	/
Edit documents with elevated permissions	Open documents created from a template in the mode required to edit the values and field protections set by the template (File > Open selected document(s) with elevated permissions).	/
Change security context	Open the Change security context dialog on a folder to select a different security context for this folder (File > Advanced > Security context).	/
Confirm electronic signatures	Open the Signatures dialog to apply one or more electronic signatures to documents that have been signed already.	This task also requires permission to open the documents to be signed.
Apply electronic signatures	Open the Signatures dialog to apply one or more electronic signatures to documents irrespective of whether they have been signed already.	This task also requires permission to open the documents to be signed.
Remove own electronic signatures	Open the Signatures dialog to delete signatures that have been applied by the current user.	This task also requires permission to open the documents whose signatures are to be deleted. Tip: The Deny signature removal option in the Database policies overrides this permission for the entire database (System > Database policies > Signatures).
Remove all electronic signatures	Open the Signatures dialog to delete signatures that have been applied by the current or other users.	This task also requires permission to open the documents whose signatures are to be deleted. Tip: The Deny signature removal option in the Database policies overrides this permission for the entire database (System > Database policies > Signatures).
Create document attachments	Add new attachments to a document.	/
Edit document attachments	Edit existing document attachments.	/
Read document attachments	View the attachments of a document.	/
Read document attachments content	View the contents of a document attachment.	/
Remove document attachments	Remove existing attachments from a document.	/

Create new documents

Create new documents, templates, and folders in the database.
Import documents into the database.
Generate documents from templates available in the database.
Create new PQ definitions.
Execute OQ and PQ.

/

Read documents

View the name and other properties of documents and folders that are available for display in the Navigator.
Open and view documents in the editor (read-only mode).

/

Edit documents

Open and modify documents in the editor.

/

Remove documents

Delete documents and folders from the database.

/

Move documents

Move documents to other locations within the database.

This task also requires permission to Create new documents in the target folder.

Copy documents

Copy documents and folders to other locations within the database.

This task also requires permission to Create new documents in the target folder.

Export documents

Export documents from the database.

Tip: Exported PLA 3.0 document packages have the .edpdpx file extension.

Change document and folder key

Change the identification key of documents and folders.

The Deny change document or folder key option in the Database policies overrides this permission for the entire database (System > Database policies > Advanced).

Tip: The extent to which users are free to decide on the form of new keys depends on the Document key format settings in the Folder properties (File > Folder properties > Document key format).

Read folder properties

Open the Folder properties dialog on a folder to view its settings (File > Folder properties).

/

Edit folder properties

Open the Folder properties dialog on a folder to modify its settings (File > Folder properties).

/

Edit documents with elevated permissions

Open documents created from a template in the mode required to edit the values and field protections set by the template (File > Open selected document(s) with elevated permissions).

/

Change security context

Open the Change security context dialog on a folder to select a different security context for this folder (File > Advanced > Security context).

/

Confirm electronic signatures

Open the Signatures dialog to apply one or more electronic signatures to documents that have been signed already.

This task also requires permission to open the documents to be signed.

Apply electronic signatures

Open the Signatures dialog to apply one or more electronic signatures to documents irrespective of whether they have been signed already.

This task also requires permission to open the documents to be signed.

Remove own electronic signatures

Open the Signatures dialog to delete signatures that have been applied by the current user.

This task also requires permission to open the documents whose signatures are to be deleted.

Tip: The Deny signature removal option in the Database policies overrides this permission for the entire database (System > Database policies > Signatures).

Remove all electronic signatures

Open the Signatures dialog to delete signatures that have been applied by the current or other users.

This task also requires permission to open the documents whose signatures are to be deleted.

Tip: The Deny signature removal option in the Database policies overrides this permission for the entire database (System > Database policies > Signatures).

Create document attachments

Add new attachments to a document.

/

Edit document attachments

Edit existing document attachments.

/

Read document attachments

View the attachments of a document.

/

Read document attachments content

View the contents of a document attachment.

/

Remove document attachments

Remove existing attachments from a document.

/