TIPS - Document Library - Locking Documents

Often you need to make it so a document in a library is still viewable, but nobody can change it or make any update to its.

In other words, you need to lock a document.

Using SharePoint permissions for this often turns into a nightmare because there is no indication for everyone except the owner that this document has special access like that. And what if you need to unlock it at a later date?

Luckily there is a solution for this, and it's called [Declaring an in-place record].

Here is how to set it up on a library (one-time setup):

  1. Go to the site where your document library is residing and go to [Site Settings] of that site

  2. Click [Site collection features] and activate the feature called [In Place Records Management]

  3. Now go to the library where you want to enable this locking. Go to this [library settings]

  4. Click [Record declaration settings] and select an option for [Always allow the manual declaration of records]

That's it for the one time set up.

Now, users can simply go to the library and declare a record by selecting a file and going to [More] -> [Compliance details] -> [Declare as an in-place record]

(same steps to undeclare the record, provided the user is allowed to do that)

Declaring a record in SharePoint

As a result, the file will be locked, and everyone can see its special status with an icon displayed next to its name

Document declared as a SharePoint record

This setting is incredibly convenient if you combine it with an automated workflow that locks documents once approved. It eliminates the need for creating PDF for approvals.

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Details

Article ID: 7767
Created
Thu 9/14/23 8:22 AM
Modified
Thu 9/14/23 8:22 AM