A lock is placed on any document that is opened in OnBase. If another user opens a document in the Office Business Application for 2021, that user is notified that the document is currently locked, and a read-only copy of the document is opened. If the user makes changes and attempts to save the document back into OnBase, the user is prompted by the following dialog box:
Select Save as New Document to save the document as a new document and import it into OnBase.
CAUTION:
When Cancel is selected, the document is closed and all changes are discarded.
Note:
When the Document Information Panel is open in OnBase, the currently selected document is locked.