All documents in the Qualtrax system can be accessed from the Browse menu. The applicable permissions must be assigned to a user in order for them to retire, edit, cut, copy or paste documents, move or copy documents from one folder to another, add document locations, add documents to group or company favorites or access document properties and security settings for editing. Once a user clicks on a document and it is displayed, they then have access to all the applicable functions from the document right-click menu. However, there are additional options available on the View and Process menus that appear above the document. If the user does not have permission to perform a certain function, that option will not appear on the View, Process or the right-click menus. The View and Process menus shown below reflect the options that are available to perform on a document in Published status when the user is logged in and has permission to perform these functions:
Additionally, any documents that actually require a users attention for anything other than viewing will also be located under their My Qualtrax in the Documents section, under Documents In Edit, Documents to Review, or Documents to Approve, etc.