Locking and unlocking documents

Under some circumstances, such as when checked out to a briefcase, documents are locked to prevent modification or copying. You can manually lock a document to keep it in your Local Workspace.

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.

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.

This is only possible when a document is editable but not yet locked.

To unlock a document that is locked in another user’s Local Workspace, consult a system administrator.