Invoice object permission to replace document

Unfortunately this isn't possible with built-in options: replacing and removing files in a multi-file document is considered an edit operation, so anyone with edit rights to the document can do that. Of course these replaced/removed files can still be found in the version history afterwards.

If you want to use built-in functionality only, I think you will need to store the invoice files as separate documents to prevent users from deleting any of them (remove the delete permission from the documents). These could, for instance, be linked to an Invoice object which binds together all the docs related to the same invoice.

Or if you are comfortable with scripting / VAF development, perhaps a custom event handler could prevent replacing/removing files from a multi-file document. You would need to come up with some logic of who is allowed to remove files in case someone accidentally adds the wrong file.

Thank you very much for your feedback.

We will go with first option as we want to keep M-Files as simple as possible from maintenance side.

Thank you very much for your feedback.

We will go with first option as we want to keep M-Files as simple as possible from maintenance side.