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Document Permission Snapshot
Document Permission Snapshot

Create a record of who has access to documents within a data room and their permission levels

Lisa van Oudtshoorn avatar
Written by Lisa van Oudtshoorn
Updated over a week ago

Document permission snapshot

The document permission snapshot is a file that you can export which shows every document and folder within a data room, who has access to it, as well as their permission level

Export a document permission snapshot

  1. Navigate to the relevant workspace and the data room

  2. Right click anywhere in the white space within the data room

  3. Click "Export permission snapshot"

  4. Specify which folder within the data room the export should be saved

  5. Click "Create"

This will generate an .xlsx file showing every document and folder within the data room, and who has access to it, as well as their type of access.

To learn more about permissions, visit the collection of articles in our help guide.

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