Lock or Unlock a Paragraph

Contents

  • Overview
  • Pre-conditions
  • Steps
  • Notes

Overview

Find more information on how to lock or unlock a paragraph.

Pre-conditions

  • System Level Permission: 'Create Templates', 'System Administration'.
  • Document Level Permission for Template: 'Owner'.

Steps

Lock a Paragraph:

  1. Hover over the left corner of a paragraph.
  2. Click on the small drop-down arrow to access the paragraph menu.
  3. Select Lock paragraph*.

1

Unlock a Paragraph:

  1. Hover over the left corner of a paragraph.
  2. Click on the small drop-down arrow to access the paragraph menu.
  3. Select Unlock paragraph*.

2

Notes

  • If changes are made to the locked paragraphs in a template, the same changes will apply to locked paragraphs in the documents created from a template after a template is re-released with new changes:
    • If a paragraph is unlocked in a template, it will be unlocked in all associated documents.

    • If a paragraph is locked in a template, it will be locked in all associated documents.

    • If a locked paragraph is edited, the same change will apply to that locked paragraph in all associated documents.

    • If a locked paragraph has been deleted, the same paragraph will be pending deletion in all associated documents as document owners have an option to either archive or restore the deleted paragraph in the associated documents.

  • Released documents will remain intact and changes from the template will apply to the new document version when the owner redrafts a document.
  • All changes in a template apply only to child documents in the draft or upon moving a document from the Release stage to the Draft stage (or another editable stage).