-- Firm Author --

Lock Author Mode

Locking the author mode prevents certain accidental or unauthorized modifications in the firm and user's copy of the master template file and content libraries. This is a global setting that locks the AO - General options document and limits functionality in all work program and checklist documents. Engagement teams are still able to customize work program and checklist documents in the engagement client files that they create.


  1. Open any work program or checklist document.

  2. From the Document menu, select Lock Author Mode.

  3. Type in a Password, then retype the password to Confirm.

  4. Click OK to confirm that Author Mode is successfully locked.


Author mode is now locked and the toolbar and certain functions are now disabled.

Note: To unlock author mode, Click , type the password and click OK.