Release a Reservation

If you're done with edits to an attached document, give other staff members a chance. Release the reservation so your colleagues can once again upload changes to the file.

To release a reservation:

  1. Display a report that includes the record containing the document whose reservation you want to release.

  2. Locate the record and click its edit button or edit icon button.

  3. Click the green lock icon (green lock icon) next to the field that contains the document, and then click Release Reservation. The document is now available for other users to edit.

Note: The application manager has the power to release a reservation on any file in the application.

Document reservation icons

  • A green lock icon (green lock icon) means that you have reserved the document.

  • A pink lock icon (pink lock icon) means that someone else has reserved the document.

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