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Lock File feature

Use Lock file action on Documents to prevent them from being shared, downloaded, amended or deleted by other users until you unlock them

Lilly avatar
Written by Lilly
Updated over a week ago

In Documents tab of a deal there are different document actions you can select. Lock file is a feature that allows you to lock documents from being downloaded, shared or amended by other users.

To start, open a Deal and click on Documents tab:

In Documents tab, click on Lock file icon on right hand side to lock the file:

After Lock file option was applied all other Document action buttons will disappear and all other action with document won't be possible:

Documents can be easily unlocked by clicking on the red icon that is visible to admin user. In case that non-admin users open a deal, document will present blank to them - they won't see the unlock icon or be able to press it:

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