• 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

Viewing documents by lockdown status

There are a few ways that you can view the lockdown status of documents in your client file. You can choose to view the individual properties of the documents, use filters, or use the Lockdown column on the Document Manager.

View Document Properties

Documents marked for lockdown have the Lock Down checkbox selected in the Document Properties. To view the document properties, right-click a document on the Document Manager and select Properties.

View by Filtering

Filter the documents on the Document Manager to see those marked for lockdown and those that are not by filtering, which is set in the Working Papers menu. >>How Do I?

Configure Lockdown Column

View the documents by configuring the lockdown column on the Document Manager. Here, any document set to be locked down will appear with a check in the lockdown column. >>How Do I?