• 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

Unlocking a locked file

• The file is in unlocked lockdown state for the person who unlocked the file
• If the Keep unlocked until relocked option checkbox was selected, the file remains unlocked for other users until it is relocked using the Engagement | Relock command.
• You cannot modify the lockdown setup settings, including the override password and history settings.
• You cannot delete lockdown milestones.
• The read-only flag on external documents is removed until the file is relocked.
• When changes are made to the content of a document, the changed document is underlined in red in the Document Manager.
• Auto-Compare looks at external documents and if changes are made to them, the file names are underlined in red in the Document Manager.
• A history event is created every time you unlock the file; you can check the details in Engagement History (Engagement | History).
• If files were checked out before the lockdown occurred, the files must be checked back in or else the file cannot be unlocked
• Invalid sign offs indicators will reappear.