• 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

Configuring the Lockdown Column

To quickly select the documents you want to lockdown and those that have already been selected for lockdown, configure the Lock Down column on the Document Manager. This is most convenient to set up if you will be locking down many documents in your client file.

Procedure

1. Right-click the column headings area of the Document Manager.

2. Select Show | Lock Down or Reorder Columns.

   Note: You can also select Reorder Columns from the View menu.

3. If you select Reorder Columns, a dialog will appear with the Active and Hidden columns.
   1. Move the Lock Down column to the Active columns list using the left arrow or by simply dragging and dropping the item.
   2. Click OK.

Results

The Lock Down column will display in the Document Manager where you can quickly choose documents to be locked down.

Tip

• Use filters on the Document Manager to see which items have been or have not been set to lock down. For more information, refer to filtering by lockdown status.

Related Topics

• Filter by Lockdown Status