This topic applies to Caseware Audit

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After all work is completed, the final audit has been signed off on, and key deliverables are provided to the end user(s), the file is ready for lockdown.

To wrap up, download a reference copy of the engagement to share with the clients or to keep 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.

Download reference copy

To lock down the engagement, select the title to open the Engagement Properties dialog, then select Lockdown.

Lockdown Audit engagement