Is there a way to lock template fields to users after a document has been processed. A little background we have an Invoice routing workflow where when a invoice is dropped into the repository and it goes to an invoices folder. At the same time it creates shortcut and routes it to the person that needs to approve the invoice. After the users approves the invoice the shortcut is removed from their folder and the invoice remains in the invoices folder. All users have access to this invoices folders for the ability to lookup already processed invoices. So what I'm looking for is after the invoice is processed, if the user went to look up a processed invoice folder they could not change metadata on invoices that were already processed. Thanks Joel
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If you want the documents to be uneditable after they are complete, I would flip things around a bit. Make the "permanent" folder access rights so documents cannot be edited, and put the document in a folder with edit permissions until it is done.
You can put a shortcut in the invoices folder so users can still see the document kind of like the reverse of what you're doing now, but trying to make some documents editable and others uneditable in the same folder would either require document-specific permissions, different templates, or something else that would be difficult to manage.
We have some somewhat similar processes, and my approach is to not move the document into the "uneditable" folder until it has moved through the entire process. Shortcuts solve the problem of having both editable/uneditable documents viewable in the same place.
Thank You Jason for the quick response. I thought about reassigning a new template to the file after the document was processed but your process sounds like a better fix.