Attachment CapabilitiesAttachment Capabilities

Users who can open a document can see the list of attachments on that document (unless the attachment is marked “not sent”) and can drag and drop other files onto

Document Update RightsDocument Update Rights

A user with minimum access will not generally be able to update documents routed to him or her.  However, other factors come into play with regard to updating a document.

Index of Role CapabilitiesIndex of Role Capabilities

CSTM Customizable 1 [see Configuration Capabilities] Customizable 2 [see Configuration Capabilities] Customizable 3 [see Configuration Capabilities] External Staff [see Configuration Capabilities] Internal Staff [see Configuration Capabilities, Attachment Capabilities] DOC Attach File From Template [see Attachment

Configuration CapabilitiesConfiguration Capabilities

If you want to use special capabilities in the UI Configuration tool (see below), you need to include one or more of the following in appropriate roles. CSTM | Customizable

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