You are viewing limited content. For full access, please sign in.

Question

Question

Possibility to prevent two users to open the same scanned document concurrently.

asked on October 7, 2015

Hi all,

Is there any possibility to prevent two users to open the same scanned document concurrently? The other user can see the document as read-only and indicate that the scanned document is locked by the first user. Please advise if this is possible.

For PDF and Word documents, this functionality does exist.

Thanks

Kind Regards,

Sheila

0 0

Replies

replied on October 7, 2015

Hello Sheila,

Do you mean that you need a scanned document to be available to read to only one user at a time? All scanned documents are stored as TIFF images and are therefore read-only by default. For electronic documents like PDF and DOC files which can be edited, the Check-In / Check-Out feature allows for users to edit documents without the possibility of another user attempting to make unsaved changes.

If you need a system to make scanned documents available for reading one at a time, there is no such built-in functionality. It could possibly be done using access rights and a workflow. Exact implementation would vary according to set-up and needs, but a general picture off the top of my head is as follows:

  • A field "ReadLock" as a list, with two fields "Lock" and "Unlock" (with default at "Unlock")
  • When a user wants to read a document, he/she changes the field to "Lock" and saves. This triggers a workflow which moves the document to a designated "reading folder" for the user, which only that user can see. In particular, this document is no longer in the "public" view, so no other user can read the file.
  • When the user is finished, he/she changes the field to "Unlock" and another workflow moves the document back to the "public" view, so others can read it again.

This is a far from complete or optimal implementation, with the following unresolved considerations:

  • how to efficiently set up the "reading folder" structure for large number of existing users
  • how to figure out where the document belongs for proper return on "Unlock"
  • how to indicate to other users that the document is in a "reading folder", and not absent entirely

Still, if this is what you're looking for, the thought process may be a good place to start, and perhaps someone else has a better idea of how to proceed.

Hope this helps!

0 0
replied on October 7, 2015

Hi James,

By read-only, I meant that one user should be prevented from adding sticky notes, highlighting section on the images if the first user is also making changes at the same time.

 

Thanks to advise me.

 

0 0
replied on October 7, 2015

You might look into a queuing system. I've set these up for clients so that a user runs a BP to be "Ready to receive" and "unavailable". Then a workflow runs at regular intervals to always keep around ten documents in their queue. 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.