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View Attached Documents Permission

Use the View Attached Documents permission to specify whether users can view documents that are attached to accounts. For more information, see View Documents Attached to an Account.

Location

In the Navigation pane, click Applications > Liquid Latitude > Account Data > Documentation > View Attached Documents.

Scope

This permission is available for the following scopes:

  • System

  • Role

  • User

  • Branch

  • Business Class

  • Client Group

  • Client

Policy

The policy allows your organization to specify which documentation categories are available to users when viewing documents that are attached to accounts. Enable the permission for a scope and then specify the codes.

Permitted Categories: If you select a documentation category, it's available when users view documents attached to accounts. For information about creating documentation categories, see Documentation Categories.

Select None: Clears all selected items in the list.

Select All: Selects all items in the list.

Tip: To select multiple sequential categories, press and hold the Shift key and then click the first and last sequential category. To select multiple non-sequential categories, press and hold the Ctrl key and then click each individual category.

Related Topics

Search for a Permission or System Code

Set a Permission and Policy

View Documents Attached to an Account

Documentation Settings

Account Data Settings

Liquid Latitude Settings

Application Settings

Permissions and Policies