• Practice
  • CaseWare Connector
  • Functions and Codes
  • Backup and Repair
  • CaseWare Tracker
  • Check In / Out
  • Consolidation
  • History and Milestones
  • Lock Down
    • About Lock Down
    • Lock Down Passwords
    • Monitor Lock Down Status
    • Lock Down a File
    • Add Documents After Lock Down
    • Create a Reviewer Copy
    • Unlock a Locked Down File
  • Sign In / Out
  • Year End Close
  • Tax - Canada
  • Tax - USA
  • Tax Codes and Exports
  • Templates

Lock Down

Lock down the documents you need to retain at the end of a reporting period, and manage the date that financial statements are authorized for issue.

Overview

• About Lock Down
• Lock Down Passwords
• Monitor Lock Down Status

Getting Started

• Lock Down a File
• Add Documents After Lock Down
• Create a Reviewer Copy
• Unlock a Locked Down File