Manage Access to Unmanaged Documents

To grant access to unmanaged documents, you link one or more DMS security definitions. Each security definition is linked to a single role - this can be a contact role, system role, or a user role.

By default, all internal users are granted access to unmanaged document sources via the F02 All Internal Users system role. You can add and remove security definitions for unmanaged documents through the Unmanaged Documents Security screen. Note that users also require access to any projects that are mapped to unmanaged sources in order to access the unmanaged documents.