You are here: All Help Topics > Engagement Management > Check In/Check Out

Check In/Check Out

The Check In/Out feature in Working Papers creates a checked out copy of a file which is separate from the master file. When you are done working on a document or adjusting journal entry, you can check the document or entry back in to synchronize your changes to the master file.

More Info >>

  • The Check In/Out feature in Working Papers locks access or "checks out" a document from the current client file (master file). The master file represents the parent file from which documents or entries were checked out. While a document is checked out, it cannot be modified by any other user in the master file.
  • Lockdown allows you to comply with established standards governing the documentation an auditor should prepare and retain in connection with engagements.