If you find that you cannot edit or delete a document, it has been locked for one of the following reasons:
- It has been been approved or complete in Workflow.
- It is currently being edited by another user.
- It has been sent to the client for signature or is signed by the client.
When selecting a locked document in a list, the Edit and the Delete buttons are not included in the Tool Bar, or in the tool bar pop-up menu when you right-click on an email or document (refer to Tool Bar and Right-Click Functions).
You can display the drawer and see the filing details and you can also use other options in the Tool Bar, such as Read.
When selecting multiple documents, if any one of these cannot be edited or deleted, the Edit and the Delete button will not display.
Note: Any outgoing emails that have been sent, and incoming emails, also cannot be edited.
Email or Document has been set as Approved or Completed in the Workflow
When an email or document has the Workflow Status of "Approved" or "Completed", it is the final version and cannot be edited. If needed, the person assigned as the Approver can change the Status back to a lower level so that it is editable again. Refer to Workflow.
Document is being edited by another user
When a document is being edited by another user, it is locked. It cannot be edited by more than one person at any one time. It shows in the lists with the Document being edited icon. You can hover the mouse over the icon to display the name of the person who is editing it, contact that person and have them finish editing it. Then it can be edited by any user.
Refer to Opening, Editing and Finish Editing a Document which also includes information on how to finish editing and Stop Editing.
If needed, an FYI administrator can use the Stop Editing function on behalf of the person who has the document locked. Refer to Administrator Check in of Locked Documents.
Sent to the client for signature
If the record has been sent out for signature using DocuSign or Adobe Sign, it can not be altered. In the Workflow section of the filing details, the Status shows as "Pending Client Signature". When the document is signed by the client and returned to FYI, the Status shows as "Client Signed" and also cannot be edited. Refer to Digital Signatures using DocuSign and Digital Signatures using Adobe Sign.
If none of the above solves the issue, please contact the FYI Support Team at firstname.lastname@example.org.