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Lock or Unlock a Paragraph

Contents

  • Overview
  • Pre-conditions
  • Steps
  • Notes

Overview

To ensure that a paragraph in a template is uneditable when it gets inherited in a document that gets created from it or is uploaded using the template, it can be locked.

A locked paragraph cannot be edited in its content, but it can be moved to another location in the document content or have their paragraph level changed.

 

By that extent, in case further revisions of a template see the need to make a locked paragraph be editable in associated documents, it can be unlocked.

Pre-conditions

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

Steps

Lock/Unlock a Paragraph:

  1. (Optional - Select multiple paragraphs]:
    1. Range of paragraphs:
      1. Click top paragraph.
      2. Hover mouse over bottom paragraph.
      3. Hold Shift and click.
    2. Separated paragraphs:
      1. Hover mouse over a paragraph.
      2. Hold Ctrl/Cmd and click.
      3. Repeat.
  2. Hover mouse to the top left corner of the (or any) paragraph.
  3. Click on the small drop-down arrow to access the paragraph menu.
  4. Select Lock / Unlock*.

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).

New Locked Paragraphs Placement

When a template is released, any existing documents (when they are in draft) attached to it will receive new locked paragraphs not at the bottom of the document, but in the position they were placed in the template.

So if a new locked paragraph was inserted in the template between 2 locked paragraphs (from template's last version), and the template released, associated, drafted documents would insert that same paragraph in between the 2 locked paragraphs.

  • Specifically, it would be placed just above of the most bottom locked paragraph of the original pair. This makes it so in case the top original paragraph had document-originated paragraphs placed in it before the new template release, they would still be directly beneath said paragraph even after the "middle" insertion of the new template paragraph.