Locking a document for review

Admins and Document Owners have the possibility to lock a document during the review process, which will prevent editors from drafting a page and making changes. This is particularly useful when the document is sent to the authorities while you are waiting for approval. 

To activate it:

  • Click on System,
  • Settings,
  • Under Documents, click on General,
  • Tick "Allow document to be locked for review."

When Admins or Document Owners have enabled review and moved the pages to the second step of the workflow, they can lock the manual.

On your document:

  • Click on Review,
  • Enable and notify Reviewers,
  • Enable review,
  • Tick "Lock Document for review."

We can see the user who locked it and when.

iScreen Shoter - Google Chrome - 250108092742.jpg

Note: Only the document owner or an administrator can remove the lock, which will be reset once the revision is published.

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