• 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

Actions Automatically Performed on Lockdown

Once a file is locked down, the following actions occur automatically:

• Built-in history events are added to the History of the client file and cannot be disabled.
  • An event that tracks when the file enters the unlocked lockdown state.
  • An event that tracks the documents being added and deleted by any method.
• Milestones are automatically created for all documents in the file.
• The Auto-Compare to the Lockdown milestones is automatically turned on unless Auto-Compare is already enabled.
• The Engagement History tracking system is automatically turned on.

• Each locked document is shown with a lock on it () and the file displays a locked icon on the status bar. Locked CaseView documents show the status Locked in the title bar and the status bar of the document as well.

  

• External files (Word, Excel, and PDF) are set to read only.

Related Topics

• Locking Down a Client File
• Available Actions in the Locked Down File
• Unavailable Actions in the Locked Down File