How To Bypass ‘file is locked’ Error When Editing Document Metadata

SharePoint
Keeping the metadata of your documents on SharePoint up to date is a great way to keep projects organised. It can be really frustrating when you are trying to edit this data, but are unable to, due to the file being currently locked for shared use. This can happen when someone else has the document open or SharePoint thinks you still have the document open by mistake after you have closed it.

Here are some steps to try and bypass this and keep your metadata up to date.

Error: The file is locked...
Error: The file is locked…

Open and Close the Document in the Application

If you have closed the document but are seeing that the document is locked by yourself, start by right clicking the document and hovering over ‘Open’.

You will see 2 options, click ‘Open in app’. This will open the document in the desktop version of the application.

Open the document in the Office App
Open the document in the Office App

In the application click ‘File’ in the top left-hand corner and then click ‘Close’ on the panel on the left.

Go to File then Close
Go to File then Close

Now the document has been closed you should be able to edit the metadata in SharePoint.

If the document is locked by someone else but they have closed the document, you can always advise them to follow these steps.

Edit the Metadata in the Application

You can also try editing the metadata of the document directly in the application.

Once the document is open, click ‘File’ in the top left-had corner and then click ‘Info’ on the panel on the left.

This will open the Info page which will display the documents properties on the right-hand side.

Click on ‘Show All Properties’ to get a full list of the metadata that can be changed.

Go to File > Info > Show All Properties
Go to File > Info > Show All Properties

Once you have made the desired changes click on the back arrow in the top left-hand corner to return to the document.

Click on the ‘Save’ Icon next to the ‘Undo’ arrow and close the document using the steps above to apply the changes.

Save the changes
Save the changes

You can now refresh your web browser check SharePoint to make sure the changes have taken effect.

The metadata has been updated
The metadata has been updated

Want to learn more about managing your files in SharePoint? See our other guides here!

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