Locking a proposal

This article describes some of Versaic's core capabilities. Data and actions described may or may not be available to you depending on user permissions. Your platform may also differ based on configurations made to meet your organization's unique needs. Contact your program administrator or Client Success Manager to request feature changes or updates to permissions. 

You can lock a Proposal to prevent editing or releasing it for edits. This is typically done during the final stage of the proposal review to make sure that users cannot edit the proposal. 

Check the proposal summary to see if it is Locked or Unlocked:

  • To lock a proposal, select More Actions > Lock Submission.
  • To unlock a proposal, hover over More Actions > Unlock Submission.

The ability to lock or unlock a Proposal depends on user permissions. You can also automate locking a proposal as part of a workflow when an action is taken.

Was this article helpful?
0 out of 0 found this helpful