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.
- Navigate to the Matters section and select a Matter No to open the Matter details, then click the Documents tab.
- 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.
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A lock icon appears next to the document. Other users can see who locked it.
4. When locked, the action options will change:
When locked, other users cannot unlock it, manually upload a new version, rename or delete the document.
*Note - Locking a document does not stop other users from opening it in zDrive, zEditor or the Word Plug-In.