Locking Document Files

Document files can be locked while the file content is being edited. In yuuvis® RAD client (and in yuuvis® RAD agent), locked document files are indicated by Lock icons. Document files locked by other yuuvis® RAD users are indicated by a red Lock icon.

The document lock is only available when editing a document using the optional yuuvis® RAD agent and yuuvis® RAD office-365-dashlet extensions.

• Using yuuvis® RAD agent to Lock Documents

  When using yuuvis® RAD agent to edit documents, the document file is locked immediately when it is opened. Once you have finished editing, the document file is unlocked again when you close it.

  To lock a document file, follow these steps

  yuuvis® RAD agent is installed on your computer, and it is connected to yuuvis® RAD server and your yuuvis® RAD client (see Connecting yuuvis® RAD agent).

  You have enabled the document lock in the yuuvis® RAD client settings (see Enabling or Disabling a Document Lock).

  1. Select the desired document file (in a hit list, a process file, or the favorites, inbox, or notifications areas in the main menu, for example). As another option, you can also switch to the folder view or the object view by double-clicking the selected document file.

  2. Click Actions >GENERAL > Open document file in local application.

  3. Depending on your settings in yuuvis® RAD client (see Enabling or Disabling a Document Lock):

     1. a dialog menu for setting the document lock is displayed; here, you can select Yes, No, or Cancel. In the dialog menu, you can also specify whether your decision should be stored and applied to future opening actions.
     2. the document file is locked automatically.

  The document file is checked out from yuuvis® RAD and shown in yuuvis® RAD agent in the Files area.

  The document file will be locked. The lock is indicated by Lock icons in the header of the object area in yuuvis® RAD client and yuuvis® RAD agent.

  The document file is opened on the local workstation in the assigned application.

• Document Lock and yuuvis® RAD office-365-dashlet

  Document files that are opened for editing via the yuuvis® RAD office-365-dashlet are not checked out until the user makes the first changes in the Microsoft Office 365 cloud. Until then, other users can open and edit the document file in another application. In such cases, the editor receives a message in Microsoft Office 365 notifying them that changes made to the document file in the cloud cannot be saved in yuuvis® RAD.

  This is also the case when the document file is closed. The document edited in the Microsoft Office 365 cloud is not unlocked again until the last editor closes the document.

  The document lock settings in the settings menu only apply to documents edited in yuuvis® RAD agent. They do not apply to the document lock when the document is edited in yuuvis® RAD office-365-dashlet.