• 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

About lock down

You can 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. Lock down can occur immediately, or you can set it to take place after a specific date.

Note: Lock down is irreversible, you can only temporarily unlock a file afterwards.

When you lock down a file, the following actions occur automatically:

• Shared data becomes read-only
• External files (Word, Excel, and PDF) become read-only
• The file becomes unmodifiable unless it is unlocked and the changes are documented
• History tracking is enabled
  • A history event is created if the file is unlocked
  • A history event is created if a document is added or deleted
• Milestones are created for all documents in the file
• Auto-compare to the lock down milestones is enabled
• A lock icon displays on each locked document and in the Working Papers Status bar
• Locked CaseView documents show the status Locked in the window header and Status bar

You can still perform the following actions after lock down:

• View read-only documents
• View and edit unlocked documents
• Temporarily unlock the file
• Add new documents to the file
• Add and edit document issues
• Back up the file
• View the file history
• Check in documents (that were checked out prior to lock down)
• Export the file
• Create and modify tax export codes
• Change the tax entity (if the tax jurisdiction is USA)

You cannot perform the following actions after lock down:

• Modify the lock down settings
• Delete milestones
• Input annotation/commentary
• Modify locked down documents and change document properties
• Assign mappings or groupings
• Assign entities or consolidate the file