Archive and lock down the engagement

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Once all work on the engagement is complete, you can download a reference copy of the engagement to send to the client or for your own records. Die Referenzkopie ist eine Zip-Datei, die PDF-Kopien von allen Dokumenten in Ihrem Engagement beinhaltet.

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

You can also lockdown the file. Select the title to open the Engagement Properties popup, then select Lockdown.

Lockdown the engagement file.

Once you lock the file:

  • The Lock icon () displays next to the title. The (Lockdown Info) button displays in the Engagement Properties popup. Diese Schaltfläche öffnet einen Dialog, der ein Aktivitätsprotokoll für Sperr- und Entsperrungsereignisse anzeigt.

  • You can no longer make any changes in the engagement. Sie haben lediglich Beobachterrechte.

  • All other staff members with access to the engagement can no longer make any changes in the file and only have view rights.

Staff members can unlock a locked file at any point in time, unless the lockdown settings are set to only allow Admin users to unlock engagements. Admin-Benutzer können bei Bedarf auch Nicht-Admin-Benutzern vorübergehend erlauben, ein Engagement zu entsperren.

To unlock the file, select the title to open the Engagement Properties popup and select Unlock.

Unlock the engagement file.

You can also select Lockdown Info to display a dialog showing:

  • The date of any lock or unlock action.

  • The user initiating the lock or unlock action.

  • The reason for any unlock action.

Der Dialog Lockdown-Info.