• 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

Choose Documents Page

This screen prompts the user to specify which documents from the locked-down file should be included in the reviewer copy using a document list (similar to the Document Manager view) and a set of check boxes. You can include all documents or a subset of the documents by clearing the selections for the documents that should not be included.

Documents that have a checkbox beside them in this screen will be included in the reviewer copy of the locked down file.

Related Topics

• The Lockdown Reviewer Copy
• Creating a Reviewer Copy