Creating a Lockdown Override Password at the Template Level
You can create an override password at the template level so that any locked down files based on the template require this password to unlock the file. When an override password is entered at the template level, whoever initiates the lockdown of a file based on this template does not need to enter a password.
Note: Make a note of the password chosen. Passwords can be changed but cannot be cleared. If you forget your password, contact CaseWare Technical Support.
Prerequisites
- Template mode must be active >>Quick Reference
Procedure
-
In Template mode, on the Engagement ribbon, click Configure Lockdown.
The Configure Lockdown dialog box opens.
- In the Password field, type the password that will unlock the client file that is based on this template.
- In Re-enter field, type the password again.
- Click OK.
Results
Any locked down files based on the selected template require this password to unlock the file. You can change the password for this template at a later date if needed.
Notes
- If you enter a password at the template level, no password needs to be entered when locking down the client file. If you subsequently perform a year end close, the lockdown password carries forward to the next year’s file. You will not be prompted for a lockdown password in the new year’s file.
