UniPhi offers a licensing system to control access for external reviewers. There are two types of licenses:
Document View: Free, view and download only access for transmitted files.
Team Member: Paid, full collaboration capabilities including uploading files, issue management and integration with other features.
System Administrator assign licenses in the Resources Module.
Configuring Document Management
You can configure document-related settings to control how files are uploaded and managed.
1. Set file upload permissions under Configuration (e.g., limit uploads to Document Controllers).
2. Create custom fields for additional metadata like document type or priority.
3. Set up custom transmittal templates with the required workflows.
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