User manual

Table Of Contents
See also:
Updating a File (page 192)
Working Folders Dialog Box (page 403)
Locking and Unlocking a File
If you have Administrator or Edit permission, you can lock a file, preventing
other project members from editing the file. A locked file can still be
downloaded or viewed by other project members depending on the assigned
permission levels.
NOTE Those with Administrator and Edit permission can delete folders with locked
files in them, but they will not receive a warning message. If you have Review,
View, or List permission, you cannot move or delete files that are locked. If you
try to do this, an error message is displayed. For example, if you try to delete a
folder that contains a locked file, you see the error message, the folder remains
(with the single locked file in it), and all other unlocked files are deleted.
When you choose Lock, the file is locked but remains on the site. You can
wait until later to edit the locked file. Administrators can unlock a file at any
time even if they didn't originally lock the file.
To lock and download a file at the same time, Administrators and Editors can
choose Edit from the right-click menu. The selected file is downloaded to
their local computer and locked on your site. To see who locked a file, select
the file and click the General tab. The members name is listed next to Edit
Lock.
When cloning a project, any "locked for editing" files within the project are
cloned as unlocked. A new copy of the file is created and the lock removed.
To lock a file:
In the tree view, right-click the file you want to lock, and then choose Lock.
The lock symbol appears to the left of the item in the tree view.
NOTE Selecting a log in the tree view locks all the forms within that log. To lock
an individual form select it in the details view.
Once the file is locked it cannot be edited by others.
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