Work with DocIQ File Locking

You can use file locking to:

  • See if you have the file locked for editing
  • Easily turn locking on and off
  • Prevent or enable downloads of this file

Locking is critical for shared files, since another user can also open the file and make changes.

  • When one user opens a file, DocIQ automatically locks the file for editing. 
  • The lock is shown right in the Office application you are using to edit the file.


FAQ's


To see the lock status:

  1. In a Microsoft Office application, open a file saved to your Drive folder.
  2. In the DocIQ panel, under the file name, location, and date information, you can see the lock status.

File is not locked when:

  • Lock is OFF

File is locked (read allowed) when:

  • Lock is ON
  • Prevent Download is OFF
File is locked (read blocked) when:
  • Lock is ON
  • Prevent Download is ON


The following table describes what each lock status means and how it impacts what you can do with the file and others you have shared it with.

Lock StatusAccess by lock ownerAccess by others
File is locked (read allowed)Read and Modification allowedOnly read is allowed, no modification is allowed
File is locked (read blocked)Read and Modification allowedNo Read and Modification is allowed
File is not lockedRead and Modification allowedRead and Modification allowed


  

In the following scenario:

  • When a supported file from Sync or Drive is opened
  • When automatic lock on an open file is enabled

DocIQ will automatically attempt to lock the file, with read allowed status.

For a file with a Read Blocked status:

If USER1 has locked (read blocked) the file:

  • FileCloud Sync will not download the file for USER2

However, if USER2 has already downloaded the file, then:

  • FileCloud Sync will allow DocIQ to open the file
  • FileCloud Drive will not allow the file to be opened by USER2, unless Drive has already cached the file

You can use the following table to understand the status of lock:

Action

Doc IQ Lock

Enabled

Prevent

Download

Lock Status

Before Open

Lock Status

After Open

Lock Status

After close

An unlocked file is opened by USER1

File is not lockedFile is locked (read allowed) by USER1File is not locked
An unlocked file is opened by USER1

File is not lockedFile is not lockedFile is not locked

A file is locked by USER1 before it is opened by USER1

File is Locked (Read Allowed) by User 1File is Locked (Read Allowed) by USER1File is locked

A file is locked by USER1 before it is opened by USER1

File is Locked (Read Allowed) by User 1File is Locked (Read Allowed) by USER1File is locked

A file is locked by USER1 before it is opened by USER1

File is Locked (Read Blocked) by USER1File is Locked (Read Blocked) by USER1File is locked

A file locked by USER1 is opened by USER2

File is Locked (Read Allowed) by USER1File is Locked (Read Allowed) by USER1File is Locked (Read Allowed) by USER1

A file locked by USER1 is opened by USER2

File is Locked (Read Allowed) by USER1File is Locked (Read Allowed) by USER1File is Locked (Read Allowed) by USER1

A file locked by USER1 is opened by USER2

File is Locked (Read Blocked) by USER1File is Locked (Read Blocked) by USER1File is Locked (Read Blocked) by USER1

(lightbulb) Note that you cannot enable Prevent Download unless DocIQ Lock is also enabled.



When you lock a file, you can block other users from reading the file by enabling Prevent download.


(lightbulb) Note that you can not enable Prevent Download unless DocIQ Lock is also enabled.

If another user, USER2, attempts to download the file, USER2 will see the following conditions:

  • The file cannot be downloaded from the FileCloud User Portal
  • FileCloud Sync will not download the file that is locked and read-blocked.
  • FileCloud Drive will not open the file that is locked and read-blocked.
  • DocIQ will open the file from a Sync path when file is already available in the Sync client (previously downloaded).
  • DocIQ will open the file from a Drive path when the Drive client allows a file to be opened.

Please note that whether or not manual file locks are released when a file is closed depends on the setting for automatic locking:

  • Manual locks are released when closing a file and Drive Automatic Locking is not active.
  • Manual locks are not released when closing a file and Drive Automatic Locking is active.