Conga Product Documentation

Welcome to the new doc site. Some of your old bookmarks will no longer work. Please use the search bar to find your desired topic.

Show Page Sections

download

Locking and Unlocking Templates

Using the Locking feature, you can manage document access and ensure that your content remains protected from unwanted edits. This section describes locking and unlocking a template.

To lock a template

  1. Open the template version you want to secure.
  2. Click the Unlock () icon from the Template pane.
    The Details pane appears.
  3. Click the ACQUIRE button.
    A success message appears.

In the Template list, you can see the Lock () icon next to the template name link. Hover over it to to see who locked it.

To release a template lock

  1. Open the template version you want to release.
  2. Click the Lock () icon from the Template pane.
    The Details pane appears.
  3. Click the RELEASE button.
    A success message appears.