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:
-
Display a report that includes the record containing the document whose reservation you want to release.
-
Locate the record and click its
or 
button. -
Click the 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 (
) means that you have
reserved the document. -
A pink lock icon (
)
means that someone else has reserved the document.
