Publicado Fri, 02 Aug 2019 20:09:59 GMT por Connie McMahan
Is there a way to lock a document so it cannot be changed?  Once things are finished for the current year, they want them locked down.  They want to reference them in future years, but don't want to accidentally change the prior year item.

The only option I've found is to have an index field for documents we want locked.  Create an autoindex to populate the field.  Then create a permission profile that is an index value type, and don't give that profile permission to edit or annotate the document.

Is there anything simpler than this?  Any other ways to do it?
Publicado Fri, 02 Aug 2019 21:12:06 GMT por Phil Robson
I cannot see a better or simpler way to do it. To have restrictions at such a granular level it makes the most sense.


Phil Robson
Senior Director Client Services, Americas

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