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

Locking a file

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

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


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


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