Archive and lockdown

This feature is only available with products on the CaseWare Cloud Engagements platform.

You can download a reference copy of the engagement to send to the client or for your own records. The reference copy is a .zip file containing PDF copies of all the documents in your engagement.

To download a reference copy, select Information () | Download reference copy.

Now that all the engagement work is complete, you can lock the file to prevent further changes.

To lock the file, select Lockdown from the Engagement Properties dialog.