How can I lock a file?

Modified on Mon, 24 Jul, 2023 at 4:14 PM

See also How Do I Unlock a Document?


  • Documents can now be locked to a single User/Company/Role:
  • Locked & Read Only: (i.e. you lock the file to a specific user so only they can perform actions on it)
  • Locked, but accessible for you: (i.e. if you lock a file to yourself so only you can perform actions on it)
  • If you want to change the User/Company/Role it is locked to, you must unlock it first, then click Unlock again to amend. 
  • Users in the Same Role/Company the file is locked to can also unlock the file (not just the person who locked it).

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