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folder permissions

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XpressDox user permissions

XpressDox User Permissions

Based on the role assigned to the user in XpressDox, these are the functions they will be able to perform.

Account Administrator File Administrator Shared Interview User Template Runner
Browse files and folders
Run templates, and download documents
Manage Own Emails and DocuSign Envelopes
Share Interviews
File Management (Upload, move, copy)
Manage Users and Permissions
Manage Account, Tags, Optimization and Cleanup Tasks