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Unlock Sections in a Document
Template designers and contract authors can unlock locked sections when they create templates and author contracts, respectively. However, if a template designer locks a section, contract authors, internal reviewers, and external reviewers can't unlock, edit, or delete that section. You can't unlock sections during internal or external reviews.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
| USER PERMISSIONS NEEDED | |
|---|---|
| To unlock a section while designing a document template: | Microsoft 365 Word Designer AND DocGen Designer AND Clause User OR Clause Designer |
| To unlock a section while authoring a contract document: | Microsoft 365 Word Designer AND CLM Admin OR CLM Runtime User AND DocGen Designer AND Clause User OR Clause Designer |
Unlocking is based on section ownership:
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Sections locked by a contract author can only be unlocked by the same contract author.
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Sections locked by a template designer can be unlocked by the same designer or other designers with the required permissions. For example, DocGen Designer 2 can unlock the section created by DocGen Designer 1 provided that the document template file is shared with the Microsoft 365 user ID linked to DocGen Designer 2.
- Open a contract document or document template in the Microsoft 365 editor.
- From the Home tab, open the Salesforce Contracts for Word add-in.
- Click
and then click Edit. Click Edit.To unlock a section, you can also click, and then click Edit Properties. Deselect Lock Section for Editiing and save your changes.
