(Dansk version)

A document can be locked or unlocked to deny or restore the user's privileges. Privileges include moving, deleting, editing properties, checking out documents for edit, managing document versions.

<aside> 💡 Tip:

• For cases the same procedure is used. </aside>

<aside> ⚠️ Please note:

• To lock documents, the organizational permission Lock cases and documents should be granted.
• To unlock documents, the organizational permission Unlock cases and documents should be granted. </aside>

To lock a document, right-click it and select Lock from the context menu.

When locked, the item's icon will have a "lock" indicator. To unlock a document, right-click it and select Unlock from the context menu.

<aside> 💡 Tip:

• You can lock/unlock multiple documents at once. </aside>

Controlling properties for locked items

By default, you cannot change properties for locked documents. But this can be changed by activating the relevant settings under “Settings”> “Documents” (see Documents settings)

• (578) Lock document properties when document is locked - if set to No, a user can still modify document properties after the document has been locked;

• (579) Lock document properties when case is locked - if set to No, a user can still modify document properties after its parent case has been locked.

  <aside> ⚠️ Please note:

  • These settings is discontinued from DocuNote 6.9. - Properties will be locked when documents is locked </aside>

<aside> 💡 Tip:

• Changing these settings does not effect the existing locked items. The changes are applied only to newly locked items. </aside>