Creating an Access Request

You can request to download selected documents for yourself and/or other users.

Once the request is approved, you can download all the connected documents. When a request reaches its expiration date, the system automatically promotes it to the Expired state and you can no longer download the documents. The request reviewer can also expire the request at any time while the request is in the Approved state.

Required access roles:

  • Baseline: Administrator, Author, Reader, Leader, Owner
  • App-specific: Release Manager, Reviewer, Library User, Librarian, Librarian, Author, Limited Author, Request Reviewer

Before you begin: View a documents page or classified items page.
  1. Check the documents that you want to download.
  2. From the page Actions menu or page toolbar, select Request Download Access.
  3. Enter the request details:

    Field NameDescription
    NameType a name for the request, or check AutoName to have the system assign a name.
    Documents RequestedThis read-only field shows the names of the selected documents.
    Reason for RequestType the reason you are requesting download access.
    Include Self If you are requesting access only for other users, click No; otherwise choose Yes.
    MembersClick to select other users to be granted download access. For example, this could be used by a team leader to request download access for the entire team.

  4. Click Done.