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What is a Locked Document?

When a document is sent to a customer, marked complete, or submitted/signed, it becomes locked. Locked documents prevent further editing, ensuring accuracy and maintaining a verifiable record of what was sent or signed.

Updated over a week ago

โš ๏ธ Important: Editing a locked document permanently removes all existing signatures.


This action cannot be undone, and our team cannot restore previous versions.

If changes are required, proceed with caution and consider alternatives before editing.


PDF Generation and Record Keeping

Once a document is submitted, Event Temple automatically generates a PDF copy for record-keeping.

The PDF is sent to:

  • The user assigned to the Booking

  • The document creator

  • The customer

A copy of the PDF is also saved on the Document page for easy reference and download.


Alternatives to Editing

To preserve the original signed version, consider the following options:

  • The document URL remains the same after editing.

  • Clone the existing document or create a new one if additional edits are required.

  • Cloning ensures the original document and its signatures remain intact for your records.

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