Unlock a document

What is a locked document? How do I lock or unlock a document?

Locked documents cannot be modified or updated.

A locked document:

  • is shown with the Lock icon enabled
  • cannot be edited or moved while it is locked, except by the user who locked it.
  • is viewable by anyone with permission to see it.

How do I know a document is locked?

You’ll see a padlock icon in the document row when you search your organization’s Document Register.

Can I unlock documents in a Workflow or Supplier Documents process?

Documents are locked when you start a Workflow or Supplier Document process.

They are locked in the Document Register for all organizations participating in the process, including CC participants in any step. The documents are unlocked after the process is completed or terminated.

Find out more about Using Workflows or Using Supplier Documents.

Who can lock or unlock documents?

By default, users can lock documents and unlock the documents they've locked. By default, users with the Organization Administrator or Project Administrator user role can lock and unlock documents.

Not sure what a user role is? Find out more.

I need to be able to unlock documents

Speak to your Organization Administrator. They can grant you permissions to unlock documents using our information on allowing a user group permission to lock and unlock documents.

How do I lock or unlock a document?

  1. Double-click Documents in the Module Menu.
  2. Enter your search criteria and click Search.
  3. Locate the required document.
  4. Click the padlock icon in the Lock column. If you don't see the Lock column, you can add it by clicking Add/Remove Columns.

What's next?