Appearance
Managing Client File Access — Locking and Unlocking (Desktop)
What it is: The ability to lock a client file so that other users cannot make changes to it, and to unlock it again when work needs to resume.
What it's for
A manager or partner can lock a client file to prevent anyone from editing it — for example, after the financial statements have been finalised and signed off. A password is set at the time of locking; only someone with that password (or the Manager Password) can unlock the file later.
How to do it
Lock a Client File
- On the Client List, select the client file you want to lock.
- Click Access.
- Click Lock Client.
- Enter the Manager Password and click OK.
- Click Yes to confirm the lock.
- Choose a Password Type for the lock, or select Explicit Password to set a custom password.
Unlock a Client File
- With the client file selected, click Access, then click Unlock Client.
- Click Yes to confirm.
- Enter the password that was set when the file was locked, and click OK.
Note: Only a Manager or Partner can lock and unlock client files. If the Manager Password is lost, it can be requested from support@draftworx.com — only Managers and Partners may make this request.