Add a Role to Unmanaged Documents

You add a DMS security definition to grant role-based access to unmanaged documents.

To add a role to unmanaged documents:

  1. On the header bar, click Admin.
  2. In the Search Admin Zones field at the top, enter Unmanaged Documents Security.
  3. Click the Unmanaged Documents Security link that displays.
  4. On the Unmanaged Documents Security page, click Add Security Definition.
  5. On the blank row that is added, use the list to select the security definition that you want to add.
    To create a new security definition, click Manage Security Definitions. For information, see Manage DMS Security Definitions.
  6. Click Save.