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Locking down the client file

  1. While in the file you wish to lock down, select Engagement | Lock Down. The Engagement Lockdown Wizard opens. Select when to lock down the report and other relevant information.

  2. Click Next. The Lockdown Considerations page of the wizard opens. Based on the contents of your client file, you have the option to run certain actions before the file locks down, such as Clean Up. Select actions as required.

  3. Click Next. If multiple entities exist in a client file, or more than one reporting period is available for selection, the Lockdown Context page opens.

  4. Click Next. The Engagement Lockdown Wizard Complete page opens, identifying when lockdown will occur: immediately or at a predetermined date. Where applicable, type a password.

  5. Click Finish.

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