Lock and Unlock the First-level Folder Structure

An administrator with full Document Manager permissions (full access or create permission on the Project Documents, Shell Documents, or Company Documents node) has the ability to lock or unlock the first-level folder structure. The first-level folder structure refers to the folders directly beneath the Project Documents, Shell Documents, or Company Documents node.

This allows an administrator to establish a standard first-level folder structure that cannot be modified. Users will not be able to add, modify, or delete the first-level folders, but can add sub-folders or documents. Permissions to lock first-level folders can be modified.

You can lock the folder structure at the Project Documents, Shell Documents, or Company Documents root folders.

To lock the first-level folder structure

In User Mode, do one of the following:
- Open a project or shell and click Document Manager > Documents in the left Navigator. Be sure the Project or Shell Documents folder is selected at the highest level (click the house icon at the top of the log).
- Go to the Company Workspace tab and click Document Manager > Company Documents in the left Navigator. Be sure the Company Projects or Company Shells folder is selected at the highest level (click the house icon at the top of the log).
In the right pane, click the Options tab.
Select the checkbox Lock first level folder structure below Project Documents (or Company or Shell) at the bottom of the window. You may need to scroll down.
Users with permissions will be able to add documents and sub-folders, but cannot add, modify, or delete the first-level folders.

Note: This checkbox is only available in the Project, Shell, and Company Documents folder properties.
Click Save.

To unlock the first-level folder structure

Open the Folder Properties window, Options tab, and clear the checkbox.

To lock the first-level folder structure

To unlock the first-level folder structure

See Also