> ## Documentation Index
> Fetch the complete documentation index at: https://docs.denari.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Binder settings

> Period, contributors, exports, and locking a finished binder.

The **Settings** tab is where a binder's own configuration lives, and where several things people hunt for on other tabs actually are.

<img src="https://mintcdn.com/denari/Fn02pbL4pRjUAzO7/images/papers/binder-settings.png?fit=max&auto=format&n=Fn02pbL4pRjUAzO7&q=85&s=1ad523fc60f2c627f0bffd7c192c5fd1" alt="The binder Settings tab showing period duration, period end, client entity type, basis, and the reviewer and preparer lists." style={{ borderRadius: "0.5rem" }} width="1600" height="1000" data-path="images/papers/binder-settings.png" />

## What's here

* **Period**: change the period end and duration
* **Contributors**: add or remove reviewers and preparers
* **Trial balance**: update or re-import it. See [The trial balance](/papers/trial-balance)
* **Exports**: every export the binder can produce. See [Export a binder](/papers/export-binder)
* **Lock / delete**

## Contributors

Reviewers and preparers are assigned here, and the roles are load-bearing: only a **preparer** can [submit for review](/papers/binder-reviews), and only a **reviewer** can approve or reject.

If you can't submit or approve, this is usually why. Add yourself here first.

## Lock or delete a binder

| Action | Who |
| - | - |
| **Delete** | Admins |
| **Lock** | Admins, and reviewers assigned to the binder |
| **Unlock** | Admins only |

Lock a binder once it's complete so its numbers can't drift after sign-off.

### What locking stops

* Reconciling and un-reconciling lines
* Creating or editing journal entries
* Ignoring and un-ignoring lines
* Editing the chart of accounts
* The Settings page, apart from exports
* Editing `.xlsx` files through SharePoint
* Editing documents

### What still works

* Viewing documents, the trial balance, and journal entries
* Exporting PDFs and CSVs
* Downloading documents

A locked binder is fully readable and fully exportable. It just can't change.

<Tip>
  Lock as soon as review completes rather than at the end of the season. The
  value is in knowing an exported figure still matches the binder it came from.
</Tip>


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