Actions Unavailable in the Locked Down File
When a file is in lockdown state, certain actions and functions are unavailable while some functions have restrictions placed on them.
Unavailable Actions
- Modify the lockdown setup settings including the override password and history settings.
- Delete milestones.
- Change document properties.
- Input annotation/commentary.
- Edit contents, properties, sign-off, or annotations of any documents where the Lock Down checkbox is selected in the document properties.
- Move documents by dragging and dropping to the Document Manager or to the Windows Recycle Bin (per document if the Lock Down checkbox is selected).
- The file cannot be unlocked until all files checked out before lockdown occurred have been checked in once a file has passed the document completion date and lockdown occurs.
Unavailable Functions
- Imports
- Annotation (per document if the Lock Down checkbox is selected)
- Assign Mapping
- Mapping
- Grouping
- Consolidation/Assign Entities
Restricted Functions
| Function | Implication |
|---|---|
| Year End Close |
This can only be performed to a new file. A year end close clears the lockdown state and the lockdown setup information in the new file. |
| Copy Components |
Copy Components of All Components to a new file clears the lockdown setup and lockdown state (clears all balance data). Copy Components of Some Components clears the lockdown setup and lockdown state in the destination file. Copy Components of Some Components into a locked down file is allowed; you cannot replace documents, only add new ones and none of the options in the Clear area are available. |
| Adjusting Journal Entries | Federal tax, city tax, and state tax adjusting journal entries can be posted and modified in a locked down file. All other adjusting journal entries cannot be posted or modified. |
| Working Trial Balance | Tax export codes can be created or modified in the Tax tab. |
Note: Invalid sign off indicators 
are disabled while files are in a locked down state. Indicators will reappear when temporarily unlocked. Documents that were not locked or new unlocked documents added to the locked down file (where sign offs get into a state where the indicators would normally appear) will appear when the file is temporarily unlocked.
