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How to edit document viewing rights

This article explains how to edit document viewing rights in the Documents service in Easor App.

In the Archive view, you can edit document viewing rights using the Add viewing rights function.

This function is only available to accounting firm users and company administrators.

  1. Select one or more documents, and new buttons will appear at the top.
    EN Documents - Archive - Add Delete Download buttons
  2. Select Add viewing rights.
  3. In the Add individual viewing rights dialog, select the users for whom you want to add viewing rights to the selected documents.
    EN Documents - Unarchived documents - Add individual viewing rights dialog
  4. Select the Remove all existing viewing rights and replace them with the new ones option if you want to completely replace the old viewing rights.
  5. Finally, select Add.