How do I lock a file?

Modified on Thu, 3 Oct, 2024 at 3:24 PM

Locking a file stops other administrators from editing a file uploaded by someone else in Policy Passport.

Video:

Steps:

1. Log in to Policy Passport

2. Click "Admin"

3. Click "Files"

4. Click on the name of the file you want to lock

5. Click "File Actions"

6. Click "Quick edit"

7. Select the checkbox labeled "Lock this document"

8. Ensure that the 'Document Administrator' is the designated individual with access to the file

Please note that only the 'Document Administrator' will be able to edit the file once it's been locked.

9. Click "Save"

The file should now be successfully locked.

10. Other administrators will now see a notification banner on the file indicating that it has been locked, preventing any changes from being made.