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Documents and Attachments Permissions

The default Documents and Attachments role is for administrators that manage how documents and attachments are used throughout the system.

Note

As of the 2023.1 release, Document Storage and Security are still managed in the Desktop application.

Attachment

Permission

Users in this role can. . .

Can manage attachment/file configurations

Create and edit attachment types, add and remove file extensions that are allowed in the system, and make file extensions available to processes in the system.