Managing Document Access

Setting up and managing how documents are organised and access permissions for users and suppliers.

Why can't a Data Room user see any documents in the project?
In Data Room projects, users with the Data Room User role must be added to a Work Group in order to view or interact with documents. If they haven’t been as...
Tue, 3 Jun, 2025 at 11:35 AM
Selecting and Opening Subfolders in a Document Group
When working with folders in a document group, you can use keyboard shortcuts to quickly expand folders and select multiple documents more efficiently.   ...
Tue, 3 Jun, 2025 at 1:40 PM
Cannot Amend Assessor Document Group to Read/Write
Scenario A Project Manager (PM) is unable to upload documents to an Assessor Document Group or change its permissions to read/write. Cause By default,...
Wed, 4 Jun, 2025 at 1:27 PM
Unable to delete a published document
This article relates to Dataroom and Supplier Interaction AWARD® project types.    It’s not possible to delete a Published document in an Active project a...
Wed, 21 Dec, 2022 at 12:59 PM
Allowing an Assessor Access to an Authority Query Documents
Scenario An assessor needs to view an Authority Query Documents, which are typically restricted to users with Project Manager, Project Support, or Stakehol...
Tue, 3 Jun, 2025 at 1:48 PM
Document User - When is this Needed?
Purpose: The Document User feature enhances the flexibility of the system, allowing Assessors to view Submissions' document responses without being ass...
Wed, 26 Mar, 2025 at 3:24 PM