BlueCielo Meridian Enterprise 2017 User's Guide

Locking and unlocking documents

Under some circumstances, such as when checked out to a briefcase or when added to a package, documents are locked to prevent modification or copying. You can also manually lock a document to keep it in your Local Workspace if it is editable but not yet locked.

A document that is locked in another user’s local workspace may need to be manually unlocked so that it can be edited elsewhere or by another user. This is especially useful if a user has to work on a different computer than where the document is currently locked. The document can be unlocked (and synchronized to the vault automatically) from the first computer; then the user can start working on the second computer, and the vault document (now up to date) will be copied to the second computer.

Note    You must have the Unlock from Briefcase permission to use the unlock commands.

To lock a document:

1. Right-click the document that you want to lock, point to Document, and then click Lock Document. The Lock Document dialog box appears.
2. Click Yes. The document is locked.

Or

1. Select the document that you want to lock.
2. In the Document ribbon, in the Workspace group, click Lock Document. The Lock Document dialog box appears.
3. Click Yes. The document is locked.

To unlock a document:

1. Right-click the document that you want to unlock, point to Document, and then click Unlock Document or Unlock Another User’s Document. The Unlock Document dialog box appears.
2. Click Yes. The document is unlocked.

Or

1. Select the document that you want to unlock.
2. In the Document ribbon, in the Workspace group, click Unlock Document or Unlock Another User’s Document. The Unlock Document dialog box appears.
3. Click Yes. The document is unlocked

To lock a document:

1. Click the document icon on the Document property page. The Advanced Document Information dialog box appears.
2. Click the Local Workspace tab.
3. Click Lock.The document is locked.

To unlock a document:

1. Click the document icon on the Document property page. The Advanced Document Information dialog box appears.
2. Click the Local Workspace tab.
3. Click Unlock. The document is unlocked. To unlock a document that is locked in another user’s Local Workspace, consult a system administrator.