Lock and Unlock Fields allows admins to secure field placement within templates so that users cannot accidentally move, resize, or delete configured fields. This ensures consistency across documents and reduces errors during template usage. Fields remain editable for prepopulation but their structure is protected once locked.
Requirements
Access to the Lock/Unlock feature must be requested via the in-app chat
No additional charge applies for enabling this feature
Admin or template editing permissions required to configure templates
Instructions
Navigate to Templates and Edit (View) the template you want to configure.
Place all required fields in the correct positions on the document.
Once field placement is complete, click the lock icon in the toolbar.
(Lock feature must be enabled via in-app chat if not visible)
Save the template.
When the template is used, all fields will appear locked by default.
Users with permission can unlock fields if changes are required.
Visual: Lock & Unlock fields - ensuring fields do not move
Expected Outcome
Templates will have a consistent and fixed field layout. Users will be prevented from accidentally moving, resizing, or deleting fields, resulting in cleaner documents and fewer omissions.
FAQs
Can locked fields still be filled in?
Yes. Fields remain editable for prepopulation but cannot be moved or resized.
Who can unlock fields?
Only users with the correct permission enabled via admin setup can unlock fields.
Does locking affect document signing?
No. It only controls layout during template setup and does not impact the signing process.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]