One of the team members cannot access a document.
When viewing an email in Outlook, an error appears in their drawer stating "You do not have access to this document"
This error occurs when either:
- The document has been filed to a cabinet that the user in question does not have access to. To update cabinet permissions for a user refer to Creating User Groups and Confirm Active Users, Allocate a Group to each User, Add User.
The document has been filed but there is no cabinet selected. If this has occurred, please escalate the matter to our support team as this should not be possible.
- The document has been deleted.
Check the Cabinet in the Filing Details
- If it is a single use-case:
The document can be refiled from the restricted cabinet to another cabinet by any user with access to both cabinets (for example, an FYI Administrator).
To locate a document that you cannot access, arrange for an FYI Administrator to go to the Documents workspace in FYI and search for the document or email you cannot access. Remember not to filter this search by any specific cabinet.
The an FYI Administrator user should be able to locate the document or email in question, as they have access to all documents. Once located, select the document to display the FYI drawer and expand the Filing section to show the existing cabinet location or to see if the cabinet is missing.
- If this is a widespread issue:
Ensure all users have set up their AutoFile defaults via My Settings > Documents.
Refer to Setting Defaults and AutoFile Defaults for your Own Login.
Check if the Document has been Deleted
You can check if a document has been deleted through your Deleted Views. Refer to Displaying and Recovering a Deleted Document and Deleting Emails from FYI, Displaying and Recovering a Deleted Email.
Once resolved, to find the document inside FYI refresh the document list and check if the document is present/accessible. Refer to Refreshing a view in Document Lists.