Finalize or unfinalize a binder
Finalize
When you have completed all work in a binder, you can finalize it to protect all documents from further updates, remove workpapers marked as
Delete on Finalize
, and permanently empty the Recycle Bin for the project.From the
Binders
tab, select Actions
, then Finalize Binder
.The following actions occur when you finalize a binder.
- All items in the project binder are locked and can't be modified.
- Workpapers marked asDelete on Finalizeare permanently deleted—including comments—unless you choose to retain the workpaper.
- All items in the Recycle Bin for the binder are permanently deleted.
note
- A lock icon appears next to the first folder of the binder that indicates that all documents in the binder are locked, and aBinder has been finalizedmessage appears before the binder list.
- A lock icon appears on the Binder tab so that even when you're not in the Binder tab you can see when a binder is finalized or not.
Unfinalize
You can choose to unfinalize a binder to continue to update existing workpapers and add new workpapers, as needed.
From the
Binders
tab in a finalized binder, select Actions
, then Unfinalize Binder
.The following actions occur when you unfinalize a binder.
- All workpapers not deleted during the finalize process are made available for editing.
- The lock icon and related finalize label is removed from the binder list.
- The lock icon is removed from the Binder tab.
