How to manage locked files or resolve a "File is currently checked out by [username]..." message

Issue

You attempt to access a document, but the document will not display.

The following message displays:

This message indicates that pVault / Sage Paperless Construction believes the file is currently open on another workstation and, to protect it from corruption or unintended changes, will allow you read-only access but not access to make any changes to it.

Resolution

1. Check with the user/workstation identified in the message.
   
   If the "checked out by" time is recent, it is possible that individual is actively working on the document or has not closed the file.
   If the document is not currently open, then it must be "released".
   

2. From the ribbon toolbar, click Administration.

3. Click Locked Files, 

   

   
   The Managed Locked Files window displays. This is where all documents that are currently locked for edit display.
   
   

   

4. Locate the document in the list.

5. Click the box to select it.

6. Click Remove Lock.
   
   Be careful not to inadvertently unlock other documents as this may result in data loss.
   

7. Click Finish.