Import/Export Tool

Can you use the Grade B Permissions sheet in the Import/Export Tool to add roles to Document Templates?

There isn’t an Action Column so it wasn’t clear to me.

This would be extremely useful if you can.  Thanks for any help in advance

  • Yes, you can add or remove roles to Document Templates using the ALIM I/E tool and Grade B Permissions sheet.

    Action column is not required. If you want to remove all permissions for a role, set V,M,D,A all to 'N'. After import the role will be removed from the template

    Template Name must match the Template Name on the Document Templates sheet.

    Answer Verified By: Alex Talbott