Locking and unlocking production sets

Last published : Jun 07, 2026
You can lock production sets to disable some of the features such as add or remove items, add or remove annotations and redactions, and update production export options. To perform all these actions, you must unlock these production sets.
To lock a production set
  1. On the eDiscovery tab, clickCases.
  2. Search for and select the case in which you want to lock the production set before exporting it.
The selected Case_Name node appears below Cases.
  1. From the displayed case nodes, select Production Sets.
A list of available production sets of this case are displayed.
  1. Select the unlocked production set that you want to lock.
  2. Click Lock Production Set.
The application displays the Production Set Locked message.
To unlock a production set
  1. On the eDiscovery tab, clickCases.
  2. Search for and select the case in which you want to lock the production set before exporting it.
The selected Case_Name node appears below Cases.
  1. From the displayed case nodes, select Production Sets.
A list of available production sets of this case are displayed.
  1. Select the locked production set that you want to unlock.
  2. Click Unlock Production Set.
The application displays the Production Set Unlocked message.
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