Monitor Lock Down Status

You can monitor the files that have been locked down, and the files with an upcoming lock down, from Working Papers and Tracker.

Product Status Monitoring
Working Papers Locked down

Locked files display a Lock Down icon in the Working Papers status bar.

Upcoming lock down

A reminder of the upcoming lock down and number of days remaining displays when opening the file.

Files that will be locked display a Lock Down icon in the Working Papers status bar. Hover your cursor over the icon to view the number of days remaining.

Tracker Locked down

In the Engagements pane, check the Lockdown Status column for a file. Locked files will display as Locked Down.

Upcoming lock down

In the Engagements pane, check the Lockdown Status column for a file. Locked files will display as Pending.

Document Lock Down Status

There are a variety of ways you can view the lock down status of each document in a file.

To check the lock down status of an individual document:

  1. In the Document Manager, right-click a document, then click Properties.
  2. On the General tab, look for the Lock Down option. If it is selected, the file will be locked down.

To filter the Document Manager by lock down status:

  1. Open the Document Manager tab.
  2. On the ribbon, click View | Filter by | Marked for Lock Down or Not Marked for Lock Down.

To view lock down status in the Document Manager:

  1. In the Document Manager, right-click the column header, then click Show | Lock Down.
  2. The Lock Down column displays. Documents with a check mark will be locked down.