You are here: Help Topics > Engagement Management > File Maintenance > Delete Documents after Lockdown
-- More Info --

Delete Documents after Lockdown

If you have locked down your client file and realize that there are sensitive documents that still need to be removed, you will not be permitted to delete these documents. Instead, you will have to create an additional reviewer's copy in which these documents are excluded. Follow the procedures for Creating a Reviewer Copy. Ensure that when you get to the Choose Documents dialog, choose the documents that should be included in the reviewer's copy. You will have to review your audit standards to determine whether you remain compliant.

Related Topics