Using an older version of VDR? This article covers features and functionality for the latest version of our VDR. If you're using an older version, please refer to Document permissions by file types [old VDR] for relevant information.
While managing document permissions, it may be necessary to apply different permission levels not only to folders but particular file types within various folders.
For example, you need to allow users only to view all PDF files online but allow downloading original Excel files across all project folders. Instead of going through each folder and setting specific permissions to each such file, you can do this in bulk in Permissions – Set permissions by file type.
Select the required file types.
The counter under this field will show how many files of the selected types are currently present in your project.Select the level of permission for the specified file types.
By default, access to hidden files will not be changed. But you can allow it by checking the option "Apply also to files that currently have no access".Select the groups for which you'd like to change the permissions.
Click Apply.
Keep in mind that permissions by file type are applied only to currently existing files in the project. All newly uploaded files will inherit permissions from their parent folders, and you might need to update users' document permissions again.
If any file of the selected type is located in the hidden folder, access to its parent folders will be automatically changed to View. The permission level for other documents within such folders will not be changed.
Files located in folders with Manage permission will be skipped, as they have the highest possible permission level. If you'd like to lower permissions to such files, first, you need to change the permission to their parent folder in Permissions.
Permissions by file type in Documents
In case of filtering documents by file type in the Documents tab, an option to Set permissions by file type will be present in the three dots menu. Upon opening the modal, filtered file types are automatically preselected. You can adjust the selection if needed.
ℹ️ Available only if there is at least one user or custom group created.