Document access in a legal request

concept australia Updated Sep 10, 2026 3 min read document-access-legal-request.md
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Documents attached to legal requests are uploaded to the configured external storage system when the external storage option is enabled on the legal request intake form. The access of these documents to various personas is controlled in real time, via a scheduled job, or on-demand.

Document access for various personas

The following table shows the type of access to documents and when it is granted to various personas.

Persona

Access type

When

Requester, requested for

Read, Write, Delete—on their own documentsRead only—on documents attached by the legal request fulfiller

Request is submitted

Group manager

Read, Write, Delete

Request is submitted

Legal request fulfiller (Assigned to)

Read, Write, Delete

Request is assigned

Collaborators

Read, Write, Delete

Added to the Collaborators list

Ad hoc approvers

Read only, No delete

Ad hoc approval is initiated

Practice area lead

Read only, No delete

Scheduled job is run or on-demand

Members of assignment group

Depends on the Assignment group permission field

Scheduled job is run or on-demand

Watch list users

Read only, No delete

Added to the Watch list

Delegates

Read, Write, Delete

Resolve platform delegation permissions for legal request job is run as scheduled, or on-demand

Delegates through granular delegation

Read only, No delete

User is delegated

The scheduled job **Process External Storage Permissions** runs at the defined intervals to sync access for all unprocessed permissions on documents for legal requests stored in external storage.
  • Requesters can access documents attached to their legal requests from the Documents tab on the Standard Ticket page.

    Note: Requesters can delete only those documents from the request that they've attached.

  • The legal fulfiller assigned to the legal request can access documents from the Documents tab of the request record in the Legal Counsel Center.

  • Users added to the matter can request on-demand access to documents if they need access before the scheduled job is run.

  • The legal fulfiller can revoke a user's access to documents.

  • Ad hoc approvers lose document access after they approve or reject the requested item.

  • Delegates lose access after the delegation period expires.

Parent Topic:Manage attachments for a legal request

Request access to documents attached to a legal request that you do not currently have access to.

Before you begin

Role required: sn_lg_ops.legal_user or sn_lg_ops.legal_fulfiller

About this task

Procedure

  1. Navigate to All > Legal Request > Legal Counsel Center.

  2. Click the list icon ([Omitted image "lsd-lcc-list-icon.png"] Alt text: List icon).

  3. In the Lists tab, under Legal Requests, click All.

  4. Open a legal request you want to request access to see the documents attached to it.

  5. In the Documents tab, click Request Access.

Result

The system processes the user's permissions and grants access to the documents in the legal request.

Remove existing users' access to documents attached to a legal request when they are no longer required to view those documents.

Before you begin

Role required: sn_lg_ops.request_admin

Procedure

  1. Navigate to All > Legal Request > Legal Counsel Center.

  2. Click the list icon ([Omitted image "lsd-lcc-list-icon.png"] Alt text: List icon).

  3. In the Lists tab, under Legal Requests, click All.

  4. Open a legal request you want to remove users' access to documents attached to it.

  5. In the Documents Access tab, select users for whom you want to remove the document access.

    Note: The Document Access tab is only visible to the practice area lead, the manager of the current assignment group, and the assigned to person.

  6. Click Remove Access.

Result

The document access of the selected users is removed, and they're also removed from the list. The user will no longer be able to view the request's documents.

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