Lock, archive or delete a memo

There are three ways to stop a memo changing or get it out of the way, and each one answers a different need:

• Lock it when it's final, such as a signed statement of work. Nobody can edit it or add comments, you included, and that includes AI assistants, until it's unlocked.

• Archive it when it's finished with but worth keeping. It becomes read-only and drops out of the default lists, so the collection stays current without losing the record.

• Move it to trash to delete it. You can restore it for a while before it's gone for good.

All three are in the memo's menu (More, top right).

Lock a memo

1. Open the memo's menu and choose Lock memo.

2. Confirm. While it's locked, no one can edit the memo, change its properties or post new comments, from the web or from an assistant.

Choose Unlock memo to allow changes again. The memo's owner locks and unlocks it from the menu. An assistant with edit access can lock a memo too, but unlocking is always confirmed in the browser.

Archive a memo

1. Open the memo's menu and choose Archive memo.

2. Confirm.

An archived memo:

• Is read-only.

• Is hidden from the default lists and from published collections. It still turns up in search, shown dimmed, so it can be found.

• Can only be opened by members of the workspace. Its share link and any guest access are paused until it's unarchived.

To bring it back, open it and choose Unarchive memo, or find it under Archived at the bottom of My memos and click Unarchive. Anyone who can edit the memo can archive or unarchive it.

Delete a memo

1. Open the memo's menu and choose Move to trash.

2. Confirm.

The memo goes to the workspace's Trash, which you can open from the search box (Cmd+K, then Trash). From there you can Restore it, or Remove it from the list.

How long you can restore it depends on the workspace's plan:

On Pro, once your own window has passed, a workspace owner or admin can still bring the memo back from Workspace settings under Trash recovery. Restore to… lets them choose which member gets it.

The date is fixed when the memo is trashed, so changing plan later doesn't move it. Clear trash hides items from the list, but they're still permanently deleted on the same date.

When a memo is permanently deleted, its comments, versions, images, artifacts and attached files go with it.

Have your AI assistant do it

Locking and archiving are quick to hand off to a connected assistant (see Connect Claude to Fieldwerk or Connect ChatGPT to Fieldwerk), and it can do them in bulk:

In Fieldwerk, lock my statement of work memo now that it's signed.

In Fieldwerk, archive every memo in my old clients collection that hasn't changed this year.

Assistants can move a memo to trash and restore it too, but a locked memo must be unlocked first.