Lock or Unlock Files

You can lock files to prevent other members from completing the following file actions:

• Delete

• Move

• Rename

• Edit custom attribute values

• Overwrite the file.

  During a review, members can rename a file (for example, if the new target folder has naming standard applied) or edit custom attribute values based on the approval workflow. These changes are applied to the files on submitting the final review step. If the files are locked then the files can't be submitted with the relevant changes until the relevant member, or a member with Manage permission or above, has unlocked the files.

  Note: See the File and Folder Actions help topic for other actions you can access from folder tree, action bar, and files list.

• Permission Required to Lock or Unlock Files
• Limitations
• How to Lock Files
• How to Unlock Files

Permission Required to Lock or Unlock Files

Lock files

• You need Edit folder permission or above to lock files.

Unlock files

• You can unlock any file you've previously locked.
• You need Manage folder permission to unlock any locked files including those locked by other members.

Limitations

You can't lock:

• Data Exchanges
• Revit Workshared Cloud Models
• Revit Cloud Models.

How to Lock Files

1. Select one or more files in the files list and either:

   • Right-click one of the selected files
   • Click the More menu in the action bar above the files list.

2. Click Lock .

How to Unlock Files

1. Select one or more files that you've locked in the files list.
2. Either:
   • Right-click one of the selected files and click Unlock .