Lock a Document

In order to maintain effective version control, a document must be locked before a new version of the same document can be uploaded. A document that is locked remains available for all users to view; however, changes made while the document is locked will only visible to other users after the document is unlocked.

1. Click Documents

• On the Icon Bar, click the Project button, then click Documents.

Note: Clicking the Project button on the Icon Bar will take you directly to the Summary page of the last work you visited.

2. Click Collapse/Expand

• Click Collapse/Expand next to the document you want to lock.

3. Click Versions

• Click Versions.

3. Click Lock

• Click Lock.

Note: A document can also be locked by selecting Lock from the Actions drop-down menu.

4. View Locked Document

• View locked document.

See Add/Delete a Version of an Existing Document for more information.

5. Click Details

• Click Details.

6. View Document Details

• View lock information in the Notes section of document details. A user can also hover over the "Yes" in the Locked column to view lock information for the document.