Locking and Unlocking a Workpaper

After a workpaper has been reviewed and signed off, you may want to lock it. A locked workpaper is read-only. You cannot upload a new version of a workpaper that is locked. Unlocking a workpaper allows you to make changes to the workpaper.

When a workpaper is locked, the icon displays in the Status column on the Engagement View page. The lock status of a workpaper updates automatically for all users as the file is locked or unlocked.

ClosedLock a workpaper.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper on the Engagement View page.

    Tip: You might need to expand the node or folder that holds the item you need. Nodes and folders are not available in the Engagement View page for consolidated engagements at this time.

  3. Click in the Actions column for the workpaper, and then select Lock. If this option doesn't display, verify in the Engagement View page that the file isn't currently in use. When a file is in use, the icon displays in the Status column on the Engagement View page. The Active User column displays the user name of the person working in the file. The Status column updates automatically as users access and close a file.

ClosedUnlock a workpaper.

  1. Click the engagement on the Engagement List page.

    Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

  2. Locate the workpaper on the Engagement View page.

    Tip: You might need to expand the node or folder that holds the item you need.

  3. Click in the Actions column for the workpaper, and then select Unlock. If this option doesn't display, verify in the Engagement View page that the file isn't currently in use. When a file is in use, the icon displays in the Status column on the Engagement View page. The Active User column displays the user name of the person working in the file. The Status column updates automatically as users access and close a file. Active user information is not available for consolidated engagements at this time.