What folders and documents are visible in the document manager?


If I wish to load a document in ForceManager’s DOCUMENT MANAGER, I have to verify the folder’s security level to view if I have access. To do so:

  1. Select the folder;
  2. Edit Folder button;
  3. Specify the branch if you wish to limit it;
  4. Specify the Security Level.


  • The Security Level of the Sales Reps and Managers must be verified to establish said value. Since the folder’s Security Level is 3 and that of the Sales Rep is 2, they cannot access it. The higher the Security Level, the more limited the access.

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