Document Review/Approval as a User with 'Read Only' Access

Users who have 'Read Only' access to the Documents module within their User Role can still be included in the Document Approval Workflow.

However, they will need to access the Document going through the Approval Workflow in a different manner than those Users who have full 'Edit' access to the Documents module.

Users with 'Edit' access within the permissions of their Role will be able to access the links to the current Document version, all previously added Document versions and the Document version currently under Review/Approval in the Document main page.

Image: User Role with 'Edit' Access to Documents

Image: User With 'Edit' Access to Documents (Reviewer)

Users with 'Read Only' access within the permissions of their Role will be unable to access the links to any previously added Document versions and the Document version currently under Review/Approval on the Document main page. The Users will only be able to access the currently Approved Document version in the main Document page.

However, the 'Read Only' User can still access the Document version currently under Review/Approval using the 'Action>Edit Properties' button. Within the Document Details page, the 'Read Only' User will be able to download the Document version currently under Review/Approval. Once downloaded, the User can read through the Document and come back to the system to click the 'Accept/Reject' or 'Approve/Disapprove' buttons to complete their part in the Review/Approval process.

A User with 'Read Only' access will never be able to see the previously added Document versions.

Image: User Role with 'Read Only' Access to Documents

Image: User With 'Read Only' Access to Documents (Reviewer)

Image: User With 'Ready Only' Access Viewing Document Details via the 'Actions>Edit Properties' Button