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Lock or unlock files

How to lock files so they can't be edited, moved or deleted by anyone other than a supervisor

Updated over a week ago

By default, all files can be edited, moved, and deleted. The lock feature allows supervisors to lock specific files which restrict others from editing/moving/deleting the files until the file is unlocked.

This article includes:


Locking a file

To lock a file, navigate to any file section through the following paths:

1. Dashboard > Files
2. Dashboard > Clients > [choose client] > Files

Once you have located the file you wish to lock, simply right-click on the file and select the 'Lock' option


Unlocking a file

Similar to locking a file, we first navigate to the files section in the dashboard or within a client file. The following options are possible:

1. Dashboard > Files
2. Dashboard > Clients > [choose client] > Files

Once you have located the locked file (marked with a lock icon), right-click and select the 'Unlock' option 

Trying to perform a restricted action on a locked file (moving/editing/deleting) will result in the following error message


See similar articles regarding client files and information:

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