This error can indicate that, whilst you as an Access Evo user have access to the Document Access Evo Application, your permissions in the Document application are such that you have no access to the specific folders of the application.
β
You should be aware of the pre-requisites to being able to access Document from the Access Evo 9-dot menu, or from an Application (such as Access Financials). These are:
You must be part of an Access Evo Organisation which has signed up for Access Document.
You must have accepted your Access Evo Invitation (you cannot be a pending or deactivated user).
You must have been given the proper permissions (Member roles) to Access Evo. Application Document (you should 'not' have No Access as the Role setup for your Access Evo user).
if the correct role is applied, try changing it, and then resetting to refresh the permissions.
When you are all of the above, then you should be able to launch Document from the 9-dot Menu in Access Evo. From there you can view and file all documents (subject to permissions) in Access Document.
β
If you are getting the error mentioned when trying to view/file documents, it could be your permissions as a user in Access Document. As your Access Evo Administrator (who should also be a Access Document Administrator user) to check your permissions in Access Document as follows:
In Access Evo click the 9-dot menu, followed by Document to launch the Document Application.
Click on Documents.
This will open the Access Document folder structure, loading by default to the root folder (the Parent).
Clicking on the Actions menu on the folder, followed by Edit Permissions will take you to the permissions for the folder.
From here you can Add User or Add Group to the permissions, and configure the permissions on a View, Add, Delete, etc basis.
You will only be adding permissions to this folder. It does not filter down to sub-folders.
So if there are more than one folder, you may need to apply permissions to each folder individually.
if none of the above works, please raise a new case online providing details of the user(s) affected, and referencing the title of this article.
