How do I lock a document?

You can lock a document to prevent coworkers from changing its data.

Frederik Riis avatar
Written by Frederik Riis
Updated over a week ago

Click on the three dots on the right corner of the document you want to lock and select Lock from the drop-down menu: 

As long as a document is locked, neither you nor other coworkers will be able to change the document's data such as category, department or amount. 

To unlock a locked document, you or another administrator in the company must simply click on the three dots again and select Unlock:

💡 FYI! Locked documents are marked with a 🔒 icon!

Further reading

Want to lock documents automatically? Use the Lock Document action in workflow.

Want to enable another coworker to lock documents? Make them an admin.

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