Welcome to the Engagement Lockdown Wizard screen
The Engagement Lockdown Wizard opens when performing the following tasks:
- Locking down a client file
- Locking down a file after the document completion date
- Changing the lockdown parameters where a lockdown date has previously been set in the client file
This page gives you the option to lock down the file immediately or after a period of time based on the jurisdiction and company type. In the case that you are locking down a file after the completion date, changes cannot be made when you access the document set for lockdown.
Note: If protection is turned on, only those with rights to Lock Down can access the wizard.
Note: If you set the document completion date before the current date, the lockdown will automatically be set to the current date.
Lockdown options
| If you select... | Then... |
|---|---|
| Lock Down Now |
The file will be locked down immediately after the wizard is complete. Selecting this option is recommended. |
| Lock Down after Document Completion Date |
The file will be locked down after the financial statements have been reported. The lockdown becomes effective at midnight of the date calculated. Selecting this option automatically creates a history event. For jurisdictions of the US, Canada, or Australia, select Lock Down at pre-determined date. For information on how to properly fill out the fields for documents being locked down after completion, see here. |
