View Documents (Viewer)

1. Purpose

The Viewer role provides read-only access to approved documents in departments assigned to the user. Use this module to search, open details, and preview files — not to upload, edit, approve, or move records.

2. How to open

1. Sign in as Viewer (or Administrator using the Viewer menu).
2. Top bar → View Documents, or
3. Sidebar → Viewer → View Documents.

URL: /documents (same path as Manage Documents; actions differ by role)

3. What you can do

• Search and filter the document list (title, code, type, category as shown)
• View document details (metadata, attachments)
• Preview or open files when the UI allows for your role
• See only documents in your allowed departments (and per system rules)

Layout is similar to Manage Documents but without edit, archive, upload, or approval buttons.

4. What you cannot do

• Upload new documents (need Contributor or higher)
• Edit metadata, location, or attachments
• Archive, restore, or delete
• Record document movements
• Approve, reject, or access confidential workflow (Administrator only)

5. Department access

If the list is empty, ask an Administrator to verify your user profile:

• Assigned departments in User Management
• Documents exist in those departments with status you are allowed to see (typically Approved)

Related documentation

• 09 — Manage Documents (full control roles)
• 03 — User Management
• Documentation index