If the same document in a chart is open on two or more machines, the document becomes locked and will display with a grey background. Multiple users can view the same document, however only the first user that opened the document has the ability to edit it. If the person that initially opened the document closes it, SOAPware releases the lock and the document can be opened for editing on a second machine.
To view a list of documents that are currently in use or locked, Click Documents, In Use. You will see a list of documents along with who has them locked and the name of the computer system has the lock. You will also see where the lock occurred and at what time. This might help you track down the person holding the lock.
To release a lock, select the document that has the lock and Click the Unlock button.
Note: If the lock is held by someone else on another machine, it is VERY important that you check with them and have them finish and properly close the document. Failure to do so could result in data loss.