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Using the Customized File on a Single Machine

If the customized file is to be used on a single machine, no repackaging is necessary as distribution will not occur to other machines. In this situation, the firm may choose to use Author mode locking to lock all firm customizations, or lock the work program options document to ensure that changes are not inadvertently made.

To activate the security you have put in place, you must save and then close this document. When the document is locked, the icons no longer work. Use the back button from the toolbar to return to your previous document.

  1. Click the (Un)Lock key button on the toolbar or, from the CaseView menu bar, select Tools, Lock and Form Mode.

  2. Type and confirm your password.

  3. Click OK.

This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.