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Question

projection for viewing attachments in the system

  • February 18, 2025
  • 4 replies
  • 76 views

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Hi, I have a quick question, which projection or projection group is responsible for displaying attachments directly in the system,
Unfortunately I have a problem, where when the permissions of some employees who are neither approvers nor authorizers are limited, they cannot view attached documents/invoices that are not assigned directly to them, and according to the process they should have it, the problem lies in the permissions, however, because when I turn on their permissions-all for a moment, even though they do not have the status of approvers or authorizers, they can view the documents,
Maybe some of you have encountered this problem, if so please let me know as at the beginning, thank you

4 replies

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  • Sidekick (Customer)
  • 111 replies
  • February 18, 2025

@Simon_1973 

Did you assign the Document_Attachment_Cloud permission to your users?


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  • Author
  • Do Gooder (Customer)
  • 3 replies
  • February 19, 2025

yes, also Document_Attachment_Aurena and still nothing 


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  • Sidekick (Customer)
  • 111 replies
  • February 19, 2025

Hi ​@Simon_1973 

In our application, we have created various document classes and person groups.  On the Document Basic ‘Assess Template’ screen we grant specific groups to each document class.  If a user needs to be able to view a document, we have to add them to the person group.  

Another thing to verify is if the document is ‘checked in’.  

What kind of error are you seeing when a user can view an attachment.


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  • Author
  • Do Gooder (Customer)
  • 3 replies
  • February 19, 2025

I solved the problem, it turned out that it was not a matter of additional permissions, but adding users to the appropriate group in the documentation management area


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