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Ability to Lock Documents

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Level 10

8/6/18

Would be nice to have a lock on documents. This area for a certain project is for view only as reference on monthly basis and project manager does not want documents altered or deleted but view only. Instead of having to create difference access levels for Work license, it would beneficial if project owner could upload the necessary documents and lock them for view only no matter what license level.

4 Comments

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Level 10

8/6/18

Hi Susan - we use the check out feature for PMs to lock a document from new uploads or deletion. It is nice because there is a big lock symbol that appears next to the document so everyone knows. (You just have to be careful when you move projects from one PM to another because only the person who checked it out and the system admins can check something back in.)

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Level 10

8/9/18

Hi, Anthony. The checkout feature does not lock the document, users are still able to download and make changes. That's what we are trying to prevent. WF Help offered this: They said other customers have requested making a download not possible when a document is checked out. .