You can edit permissions on the mobile app on a file-by-file basis (one file at a time), or at the folder or fileroom level. Remember that permissions cascade downward, meaning if permissions are changed at the fileroom level for example, those changes are applied to everything contained within the fileroom. Draft permissions can only be applied via the web application, and draft permissions existing on an item exclude that item from permissions alteration using the mobile app.

To edit permissions on a single fileroom, folder, or file using the mobile app:

  1   Navigate to the item for which you'd like to edit permissions.

  2   Tap the options menu associated with the file (3 dots).

  3   Tap Manage Permissions. Roles display.

  4   Tap the carat associated with the desired role to view assigned permissions.

  5   Tap the icon associated with the desired permission level (hidden, view, print, download).

  6   When permissions for all applicable roles have been edited, tap Done.

Permissions for the item are now updated for reviewers on both the mobile app and web applications.