• 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

Create a reviewer copy

After locking down a Working Papers file, you can create a reviewer copy. In the reviewer copy, you can remove some of the original components of the file. Generally, the reviewer copy of the file will remain in a locked down state, but an option is provided during its creation that enables the file to be unlocked.

To create a reviewer copy of a locked down file:

1. In Working Papers, open the locked down file where you want to create a reviewer copy.
2. On the ribbon, click File | Create Reviewer Copy. The Reviewer Copy Wizard displays.
3. On the Welcome screen, click Next.
4. Enter a file name for the reviewer copy, then Browse for the location to save it. Click Next.
5. On the Choose Documents screen, select the documents you want to include in the reviewer copy. Use the Document Filter to help you locate specific documents. Click Next.
6. On the Clearing Options screen, select the components you want to exclude from the reviewer copy. Click Next.
7. On the Lockdown Properties screen, select whether or not you want to allow the reviewer file to be unlocked. If allowed, enter an override password for the reviewer to use.
8. A summary of the reviewer copy to create is displayed. To proceed, click Finish.

A reviewer copy of the locked down file is created. When working in a reviewer copy, you'll see Reviewer Copy displayed in the Working Papers Status bar.