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Multi-User Controls

Edit documents

The multi-user feature locks a form when you're editing it and shows you when a form is locked by another user. These controls are in place to prevent conflicts between users. No other user can edit a form when you're editing it. A form is available for editing unless you're notified it's locked by another user.
To edit a document, select
Edit
 in the actions column. If you choose
View
, you won't be able to make any changes to the document.

Release Locks

The lock is automatically released when you close out of a form.
However, if you close without saving, you'll get a validation message giving you the chance to go back and save your work.
Saving the document won't release the lock. To release the lock, either:
  • Close out of the document.
  • Switch the mode to View.

Multi-User Messages

The following list describes multi-user related messages you may get:
Icon
Message
Scenario
This is currently locked for editing by [User ID].
User attempts to edit or delete an item (or form) that is locked explicitly by another user.
This item is currently locked for editing by someone else.
User attempts to edit something that is locked by another user.

This article applies to:

  • Product: Guided Assurance