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Signing Out a Client File

Sign out entire engagement file to a new location, leaving a read-only copy behind at the file's current location.

  1. On the Engagement ribbon, click Sign Out.
  2. (Optional) Click Change to modify the location for the signed out copy of the Client file. Browse to the applicable location, highlight it and click OK.
  3. (Optional) Select Compress the central copy after sign out to compress the central copy once the sign out procedure has completed.
  4. Click Sign Out to complete the sign out.

The client file is signed out with the central copy left in the original folder and the master file copied to a new folder labeled ClientFileName-1 unless modified.

  • When signing out files on a network, a user must have the proper authorization rights to be able to copy the central copy to the destination folder.

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