Document Options: What Does "Lock and Download" do?

  • Updated

This option is helpful when you want to alert other users that you’ve downloaded the document for editing and can help to guard against members of your team overwriting one another's work.

  1. Navigate to the Matters section and select a Matter No to open the Matter details, then click the Documents tab.

  2. Hover over the columns on the right side of a document row to display action buttons. Click on More Actions and select Lock and Download.


  3. A lock icon appears next to the document.





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