Locking a Document Folder - Step by Step

Locking a Document Folder - Step by Step

Within this article the process of locking a document folder will be discussed. Locking a document folder is beneficial as it allows only a certain group of personnel access to a folder, regardless of permissions. 

Please follow the steps below to lock a document folder:

Step 1: Access the 'Document Manager' page via the Admin tab.
Note: Depending on your permissions you may or may not have access to the Document Manager page. If you encounter a permission error please reach out to your local administrator for assistance.



Step 2: Once on the document manager page you will see all the folders previously created. From left to right in the table:
  1. Actions: The actions column lets you edit an already created folder. This includes changing if the folder is locked, and who the folder is locked to.
  2. Title: Shows the title of the document
  3. Visible: Indicates whether or not the folder can be used. A non-visible folder will be hidden within the client profile.
  4. Locked: A checked box indicates this folder is locked. The next column shows who can access that locked folder.
  5. Accessible by: Shows who can access that folder. You can have as many people listed here as needed.
To add a new folder scroll to the bottom of the page.
Note: Once a folder has been used (meaning a file was uploaded to it), it cannot be deleted or have its name changed. This is to ensure that historical information is not tampered with and to ensure nothing is deleted. 


Step 3: After either editing an already created folder or pressing the 'Add Document' button, you will now have the ability to lock the folder. To ensure the folder is locked first check the 'locked' checked box then select the applicable personnel from the 'Accessible By:' field. After that press the save button!



    • Related Articles

    • Creating a New Folder in the Document Folders - Step by Step

      Within the document folders section of CAC CareNet you have the ability to create custom folders depending on your organizations needs. This can be done in a few simple steps: 1. From the dashboard expand the Admin tab and select Document Manager. ...

    • Adding a Document to the Document Folders - Step by Step

      Uploading and saving a document to a client profile is an easy process. Within the document folders section you can upload a variety of documents (PDFs, Word documents, JPG's, PNG's, etc.) that are stored securely in the cloud and accessible ...

    • Editing, Creating & Adding Documents to Folders in CAC CareNet

      Editing & Creating Document Folders Step 1: After logging in to CAC CareNet, click on "Admin" then "Document Manager" on the left menu Step 2: This will take you to the Document Manager and open to a list of all folders that have been created within ...

    • Client Account Lock - Step by Step

      Within the client profile you have the option to lock a client profile to a specific personnel or multiple. The process to locking a client profile is an easy process, please follow the steps below: Step 1. Navigate to a client profile. This can be ...

    • Document Folders Permissions

      Please find a highlighted list of all the document folder permissions.

    • Announcements

    • Browser Compatibility (Support for IE 11 Discontinued)

      CAC CareNet provides support for many of the latest browsers.  We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued.  Please update to one of the for-mentioned browsers.