In order to protect your documents from deletion, your portal allows you, your firm's managing professional and guest team members (personal or professional, subject to their portal permissions) to lock documents. When a document is locked, it cannot be deleted.
Unlocking permissions for locked documents
The below table shows the unlocking permissions of different team members (subject to their permissions within the portal).
If a document is unlocked, the user who locks the document owns the unlocking permissions over that file.
NOTE: Documents uploaded via the desktop version of the portal are locked by default.
To lock a document:
- Navigate to the Docs area of your portal and locate the document you wish to lock.
- Click the 'Action' button next to the file name and select 'Lock'.
- A pop-up window will appear, confirming that you want to lock the document. Click 'OK'.
- The document will now show the locked icon next to the file name.