Components installed with Document Management

reference australia Updated Sep 10, 2026 2 min read installed-with-doc-mgmt.md
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Several types of components are installed with activation of the Document Management plugin, including tables and user roles.

Demo data is available for this feature.

Roles installed

Role title [name]

Description

Contains roles

Admin

Provides Create, Read, Update, and Delete access to the document and its related tables.

Admin users have access to List and List Entries modules.

platform_document_management_admin

Role Name

Description

dm_sharing_levels_user

This role contains the following roles:

  • dm_user_role_read
  • dm_user_group_read
  • dm_user_criteria_read

Provides the ability to share documents at all levels (group, role, and user criteria).

dm_user_role_read

Provides read access to the user role table and the ability to share documents based on user roles.

dm_user_group_read

Provides read access to the User Group table and the ability to share documents based on user groups.

dm_user_criteria_read

Provides read access to the User Criteria table and the ability to share documents based on user criteria.

## Tables installed

Table

Description

ds_document

Stores document records containing document metadata.

ds_document_version

Stores document versions containing the actual document file or URL to the file.

ds_document_references

Stores references between document records and other records.

Note: The records can be from any other table and record on the platform

Supports a many-to-many relationship between documents and target records.

ds_document_lists

Stores document lists, which are a collection of template documents used to create and link documents to other records.

ds_document_list_entry

Stores mappings between template documents and document lists.

ds_document_user_can_access_mtom

Stores permissions provided to users to access documents as a Reader, Writer, or Owner.

ds_document_ug_can_access_mtom

Stores permissions provided to user groups to access documents as a Reader, Writer, or Owner.

ds_document_ur_can_access_mtom

Stores permissions provided to user roles to access documents as a Reader, Writer, or Owner.

ds_document_uc_can_access_mtom

Stores permissions provided to user criteria to access documents as a Reader, Writer, or Owner.

ds_document_permalink

Stores the permalink and expiration date for the document.

**Note:** The Documents \[ds\_document\] and Versions \[ds\_document\_version\] tables can be extended.

Parent Topic:References

Related topics

Document Management roles

Domain separation and Document Management

Granular admin roles in Document Management

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