Additional Document Owner Privileges

In many cases, the user listed as the Document Owner will not be the only one who needs to havepermission to send a document for review and initiate a workflow. To that end, Trial Interactive provides a security feature called Proxy Document Owner. Any user indicated as a proxy document owner via the folder security settings can then perform document owner functions for the documents in that folder.

In order to assign a user as a Proxy Document Owner, follow the steps below:

1. Navigate to the Documents Library in your Content Management room.
2. Locate the folder whose security settings you wish to adjust.
3. Right-click on the folder and select View Folder Security.
4. Select the Group or User who should be added to this folder’s security and move them to the right side of the window.
5. Once they are there, you will need to give the Group or User the Proxy Document Owner permission, as shown in the screenshot below.
6. Press Save to complete the process.

   

For a more detailed discussion of folder security, please see the related section in this User Guide.

Once a user has been assigned as a Proxy Document Owner, they will appear on the list of Additional Document Owners found in the Metadata Pane of any document in the folder. Please see the screenshots below: