Learn more about user permission for working with document appendices.
Once you create a project with its documents, you're able to add appendices to each document. See how to work with appendices in Precisely
By default, only admin and manager users are allowed to work with appendices. See all user roles in Precisely
To enable a more flexible workflow, you're also able to allow member users to add, remove, and reorder appendices in documents. This can be set up per template by turning on the toggle Allow members to upload appendices.
If the toggle is on, it means that member users will equally be allowed to work with appendices in generated documents, just like other users.
NOTE! All users (no matter the role) can modify appendices only until a certain point:
- if there is initial approval included, appendices can be modified until the initial approval has been completed.
- If there's no initial, but only final approval included, appendices can be modified until the final approval has been requested.
- If there are no approvals at all, appendices can be modified until the document is sent for signing.