Managing Client File Access — Read Only (Desktop)

What it is: A setting that allows a manager or partner to put a client file into Read Only mode so that other users can view it but cannot make any changes.

What it's for

Read Only mode is useful when a file is under review or has been finalised and you want to prevent accidental edits without fully locking it. Unlike a full lock, Read Only still allows users to open and view the file. Only a Manager or Partner can enable or disable this setting.

How to do it

Enable Read Only

1. On the Client List, select the client file.
2. Click Access.
3. Click Enable Read Only.
4. Enter the Manager Password.
5. Click Yes to confirm.

Disable Read Only

6. On the Client List, select the client file.
7. Click Access.
8. Click Disable Read Only.
9. Enter the Manager Password and click OK.

Note: Only a Manager or Partner can enable or disable Read Only. The Manager Password can be requested from support@draftworx.com.

Related concepts

Source

https://draftworx.helpjuice.com/desktop/draftworx-desktop-managing-client-file-access-read-only

Walkthrough

https://scribehow.com/viewer/Draftworx_Desktop_Managing_Client_File_Access_Read_Only__DX057__e0Ec0HqgQcmuKZCFRTN2iA