• Lockdown
  • The Engagement Lockdown Wizard
  • About the Lockdown feature
  • Adding documents to a locked file
  • Delete Documents after Lockdown
  • Lockdown notes and considerations
  • Lockdown rights and passwords
  • The Create Reviewer Copy Wizard
  • Monitoring lockdown
  • Actions automatically performed on lockdown
  • Actions available in the locked down file
  • Actions unavailable in the locked down file
  • Change Lockdown Override Password dialog
  • Configure Lockdown dialog
  • Engagement Lockdown Wizard Complete
  • Lockdown Considerations screen
  • Lockdown Context screen
  • Lockdown Password screen
  • Welcome to the Engagement Lockdown Wizard screen
  • File Locked Down dialog
  • Lockdown in the future
  • Filter by lockdown status
  • Lockdown Override dialog
  • Choose Documents screen
  • Clearing Options screen
  • Complete screen
  • Lockdown Properties screen
  • Select New Reviewer File screen
  • Unlocking a locked file
  • Viewing documents by lockdown status
  • Adding documents to a locked down file without providing an explanation
  • Changing the lockdown override password
  • Changing the lockdown override password at the template level
  • Changing lockdown parameters
  • Configuring the Lockdown column
  • Creating a lockdown override password at the template level
  • Creating a Reviewer Copy
  • Keeping documents active within locked down files
  • Locking down a client file
  • Locking down a client file after the completion date
  • Relocking a client file
  • Selecting single documents to lock down
  • Unlocking a locked file

The Engagement Lockdown Wizard

Use the Engagement Lockdown Wizard to lock down documents in client files. In the wizard, you can specify the timing of the Lockdown, the actions performed automatically with the Lockdown, as well as the context of the Lockdown.

Overview

Related Topics

• About the Lockdown Feature