Skip to main content

Viewer guide

Viewer is the safest read-only role. It is used for users who need to search and open allowed records but should not change workflow, approval, export, or configuration state.

Main archive experience​

Archive viewer search

Viewer can:

  • search records;
  • filter allowed archive data;
  • open record details;
  • read metadata;
  • view OCR text if allowed;
  • download files only when policy permits.

Archive document list and filters

What viewer should not see​

  • Field rules;
  • AI Learning;
  • client hierarchy;
  • billing;
  • integrations;
  • ERP exports;
  • approval action buttons;
  • delete, legal hold, disposition, or retention edit actions.

Record detail​

Viewer may see record detail when policy allows it:

  • document title;
  • document type;
  • source;
  • retention class;
  • tags;
  • OCR text;
  • evidence summary;
  • file preview or download.

The exact access depends on tenant and company authorization.

Archive record evidence detail

Demo test path​

  1. Enter Archive product as Viewer.
  2. Confirm only E-document archive is visible.
  3. Search and filter records.
  4. Open a record.
  5. Confirm there are no edit, delete, retention, integration, or billing actions.