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Manage binders from FileRoom

Lock and unlock binders

You can't edit a binder when it's locked. A user-locked binder will have all binder level options turned off except 
Unlock
, 
Grant SPSupport Access
, and
Job Info
. For system-locked binders, all binder level options are available, but the binder will open only in read only mode.
When you open a locked binder, you'll see a notice informing you that it will open in Read Only mode. Select 
Yes
 to open the binder.
Select Yes
All the function buttons except
Print
,
Send For Print
,
Manage Predefined Workpaper
, 
Show Active Folders
,
Expand Folders
, and 
Collapse All
 are not available.
Print, Send For Print, Manage Predefined Workpaper,  Show Active Folders, Expand Folders, and Collapse All features not available

Locking binders

  1. Find the binder you want to lock in
    FileRoom
    .
  2. Go to the
    OPTIONS
     column, then select the 
    Picklist
     icon  for that binder.
  3. Select
    Lock
     from the dropdown menu.
    Select Lock
  4. You will see a notification that the binder is locked.
    Notification that the selected binders are locked
note
Only users with the
Lock/Unlock Binder
 permission can lock and unlock binders.

Unlock binders

Unlock binder from FileRoom
  1. Go to the binder you want to unlock in
    FileRoom
    .
  2. In the
    OPTIONS
     column, select the 
    Picklist
     icon Picklist icon for that binder.
  3. Select
    Unlock
     from the dropdown menu.
    Select Unlock
  4. You will see a notification that the binder is unlocked.
    Notification that the selected binders are unlocked
You can tell if a binder has been locked by checking the 
Locked
 column in
FileRoom
. It will display
Yes
 for locked binders and
No
 for unlocked binders.
Locked column in FileRoom
If this column isn't visible for you in
FileRoom
, select
Column Setup
, mark the
Locked
checkbox, then select
Save
.
Select the Locked checkbox from the COLUMN SETUP menu
Unlock binder from SPbinder
You can also lock or unlock a binder manually from
SPbinder
Binder Menu
Lock Binder
 or from the SPbinder toolbar by selecting the Lock icon.
Lock icon
Unlock binder from Account Admin
You can unlock the system-locked binders from
Admin
SPbinder
Unlock Binder
.
Select Unlock

This article applies to:

  • PRODUCT: SurePrep

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