Locking and unlocking production sets

Last published : Apr 17, 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 eDiscoverytab, 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 belowCases.
  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 eDiscoverytab, 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 belowCases.
  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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