Locking workpapers

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When you lock a workpaper, you limit user access to viewing and adding notes to the workpaper.  You cannot edit, sign off on, replace, delete or change user assignment for a locked workpaper. 

If you have administrative permissions, you can lock a workpaper by following these steps.

  1. Right-click the workpaper in the Workpapers workspace and choose Administration > Lock from the context menu.
  2. Click Yes to confirm that you want to lock the workpaper.

Related topic: Workpapers overview

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