Locking content at the template level

Learn how to lock certain sections of a document or an entire document at the template level to ensure specific things cannot be edited. 

Use the arrow keys or click on the text bubbles to navigate through the demo above. 

1. Click the three dots icon to the right of your document template. 

2. Select one or more blocks that you want to lock. 

You can choose multiple blocks or the whole template and lock all of them in one go. 

3. Click Lock Block. 

4. Click Update Template in the top right corner. 

Note: After generation, any locked content blocks will have a shaded background to indicate what content is locked. If a non-admin user tries to edit locked content, a pop up will appear notifying them that the content they are trying to edit is locked.

Our application lives on a unique URL. To install S-Docs, access this URL via the S-Docs for HubSpot sign-up page or through the HubSpot App Marketplace. Sign in and click Install App.