Assa Abloy Sargent 8200 Series User manual

A8131F 08/19
Installation Instructions
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
WARNING
This product can expose you to lead
which is known to the state of California
to cause cancer and birth defects or other
reproductive harm. For more information
go to www.P65warnings.ca.gov.
BHL Trim
For Mortise Locks
8200 Series

2
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
TOC Table of Contents
1 Tools Required ..................................................................2
2 Package Contents ...............................................................3
3 Lock Handing....................................................................3
4 Change Lock Function ...........................................................4
5 Rose Handing ...................................................................6
6 Door Preparation................................................................6
7 BHL Trim Installation ............................................................8
8 Installation ......................................................................9
a Install Adapter Clutch............................................................9
b Verify Bushing Is Tight ...........................................................9
c Install Outside Trim ..............................................................9
d Install Inside Rose/Adapter Plate ............................................... 10
e Install Inside BHL Rose Assembly............................................... 10
f Install Inside Lever Assembly................................................... 10
9 Outside Lever Rehanding (Optional)........................................... 11
a Assemble Outside Adapter Plate and Rose ..................................... 11
b Install Outside Lever Assembly................................................. 11
Attention Installer
Please read these instructions carefully to prevent missing important steps.
Notes
• Improper installation may result in damage to lock and void factory warranty.
• Other product brand names may be trademarks or registered trademarks of their respective owners
and are mentioned for reference only.
1 Tools Required
• Phillips Screwdriver (# 2)
• Torx Tamper Resistant Driver (T-20)
• Torx Tamper Resistant Driver (T-10)
• Hex Key Driver 5/64"

3
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
2 Package Contents
RH/RHR = 82-5591
LH/LHR = 82-5594
Outside Lever Assembly (1-3/4” Door)
82-5621
Rose Packet
82-5618
BHL Screw Packet
(1-3/4” Door)
Inside
Outside
82-5597
Inside Lever Assembly
Figure1
h
3 Lock Handing
NOTE:
Red surface of locking piece must face Secure side of door.
To rotate locking piece:
1. Position lockbody with red surface of locking piece visible.
2. Insert blade type screwdriver into locking piece slot to
rotate locking piece.
3. Push locking piece toward back of lockbody and rotate
180° until RED surface shows on opposite side.
Red color indicates locked
side of door or hold back
side (91 and 92 functions)
Locking
piece slot
Figure2

4
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
h
3 Lock Handing (cont.)
For 04, 06, 13 and 31 Functions:
A. Remove green catch screw.
B. Rotate hub to 45° position.
C. Rotate locking piece for required hand.
D. Face red surface to locked side of door.
E. Rotate hub to original 45° position (as shown on lockcase).
F. Reinstall green catch screw.
NOTE:
• Beveled surface of latch must face strike.
• Deadlatch is self adjusting.
To change hand of latch:
1. insert screwdriver blade into the spade
shaped slot.
2. Rotate screwdriver 90° to push latch
out until back of latch
clears lock front. Rotate latch 180°.
Latch will re-enter lockbody.
NOTE:
Latch cannot be unscrewed.
4 Change Lock Function
How to change function of lock:
• Green catch screw must be located in following three (3)
locations as designated on lock case to create desired function:
1. 05, 37 & 38 functions
2. 04, 06, 13 & 31 functions
3. 36 function
NOTE:
When moving green catch screw to 04, 06, 13 & 31 functions,
hub position must be at 45° as shown on lockcase (Figure6).
Spade Shaped Slot
Figure3
Inside
Inside
Outside
Right Hand
Right Hand
Reverse
Bevel
Left Hand
Left Hand
Reverse
Bevel Outside
Door Hands Determined From Outside
Figure4
Latch
Lock Front
Figure5
Green Catch Screw
Figure6

5
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
h
3 Lock Handing (cont.)
For 04, 06, 13 and 31 Functions:
A. Remove green catch screw.
B. Rotate hub to 45° position.
C. Rotate locking piece for required hand.
D. Face red surface to locked side of door.
E. Rotate hub to original 45° position (as shown on lockcase).
F. Reinstall green catch screw.
NOTE:
• Beveled surface of latch must face strike.
• Deadlatch is self adjusting.
To change hand of latch:
1. insert screwdriver blade into the spade
shaped slot.
2. Rotate screwdriver 90° to push latch
out until back of latch
clears lock front. Rotate latch 180°.
Latch will re-enter lockbody.
NOTE:
Spade Shaped Slot
Figure3
44 Change Lock Function (cont.)
Items needed to create each of the following functions:
Function Outside
Lever
Inside
Lever
Trim One
Side Kit
Outside
Cylinder
Inside
Cylinder
Thumb
turn
04 (F07) -
Store Room
Closet Lock
X X X
05 (F04) -
Office or Entry Lock X X X X**
06 - Store room or
Service Lock XXX
13 (D31) -
Communicating or
Exit Lock
X X
31 - Utility Lock XXX
36 - Closet Lock X X X
37 (F05) -
Classroom Lock X X X
38 (F32) -
Classroom Security
Intruder Latchbolt
Lock
X X X X
#41 Cylinder is standard for both single & double cylinder functions for 1-3/4” thick door.
** 130 KB thumb turn is used with rose trim only. Escutcheon trims requiring thumb turns must be
preassembled at factory.
NOTE:
Trim-one-side functions always require an inside trim assembly which can be used on the inside or
outside of the door (to order Trim one-side kit (for all trim except PT or FE) order part # 82-4611.

6
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
5 Rose Handing
Review following figures that illustrate left and right roses. (Figure7)
Figure7
RH/RHR Outside or
LH/LHR Inside
LH/LHR Outside or
RH/RHR Inside
Install button head screw into each rose. Use a 5/64”hex key to tighten screw firmly to rose. (Figure8)
Figure8
LH/LHR Outside or
RH/RHR Inside
Security Rose BHL
01-9641
Button Head Screw 6-32 X 7/16 LG
RH/RHR Outside or
LH/LHR Inside
6 Door Preparation
Important:
Be sure to hand the lockbody before installing.
1. Insert mortise lock into door and fully tighten 1” lock mounting
with two (2) wood screws and two (2) machine screws. (Figure9)
2. Turn-piece functions only:
• Insert turn-piece door marker spindle into
lockbody on inside of door.
NOTE:
Use blade side of door marker spindle. (Figure10)
3. Turn-piece functions only:
• Slide turn-piece door marker over spindle.
Figure9
Blade Side
Figure10

7
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
6 Door Preparation
Important:
Be sure to hand the lockbody before installing.
1. Insert mortise lock into door and fully tighten 1” lock mounting
with two (2) wood screws and two (2) machine screws. (Figure9)
2. Turn-piece functions only:
• Insert turn-piece door marker spindle into
lockbody on inside of door.
NOTE:
Use blade side of door marker spindle. (Figure10)
3. Turn-piece functions only:
• Slide turn-piece door marker over spindle.
Figure9
Blade Side
Figure10
6 Door Preparation (cont.)
4. Turn-piece functions only:
• Mark three holes for turn-piece. (Figure11)
5. Coin-turn functions only:
• Insert turn-piece marker spindle into lockbody
on outside of door.
NOTE:
Use blade side of door marker spindle. (Figure10)
6. Coin-turn functions only:
• Slide turn-piece door marker template over spindle.
7. Coin-turn functions only:
• Mark two holes for coin-turn. (Figure12)
8. Remove lockbody from door.
9. Turn-piece functions only:
• Drill one middle hole (.290”) And two outer holes (3/8”) halfway
through door. (Figure13)
10. Coin-turn functions only: drill two holes (1/8”) halfway through door. (Figure14)
Turn-Piece Door
Marker Template
Inside of Door
Figure11
Turn-Piece Door
Marker Template
Outside of Door
Figure12
Ø.290" Ø3/8"
Ø3/8"
Figure13
Ø1/8"
Figure14

8
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
6 Door Preparation (cont.)
11. Turn-piece functions only: install turn-piece thru-bolt plate using truss head screw. (Leave screw
slightly loose.) (Figure15)
12. Insert mortise lockbody into door and loosely tighten 1” lock
mounting combination screws.
NOTE:
Make sure lock is unlocked. (Figure16)
7 BHL Trim Installation
1. Install strike using 3/4” strike mounting screws.
NOTE:
Strike must be oriented with strike lip towards pull side of door. (Figure 10)
2. Cylinder functions only:
• Slide cylinder(s) through spring, spacer and collar, threading into lockbody until cylinder face is
flush with collar. (Figure 11)
Figure17 Figure18
Strike Lip
NOTE:
Pull key slightly out of cylinder to help thread into lockbody.
NOTE:
Cylinder must be oriented correctly. (Figure 12)
3. Cylinder functions only:
• Tighten cylinder set screw. (Figure 13)
4. Fully tighten lock mounting screws.
Thru-bolt Plate
Figure15 Figure16
Unlocked
Locked
Correct Incorrect
NOTE:
Key and cylinder must
be rotated as shown
Figure19 Figure20

9
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
6 Door Preparation (cont.)
11. Turn-piece functions only: install turn-piece thru-bolt plate using truss head screw. (Leave screw
slightly loose.) (Figure15)
12. Insert mortise lockbody into door and loosely tighten 1” lock
mounting combination screws.
NOTE:
Make sure lock is unlocked. (Figure16)
7 BHL Trim Installation
1. Install strike using 3/4” strike mounting screws.
NOTE:
Strike must be oriented with strike lip towards pull side of door. (Figure 10)
2. Cylinder functions only:
• Slide cylinder(s) through spring, spacer and collar, threading into lockbody until cylinder face is
flush with collar. (Figure 11)
Figure17 Figure18
Strike Lip
NOTE:
Pull key slightly out of cylinder to help thread into lockbody.
NOTE:
Cylinder must be oriented correctly. (Figure 12)
3. Cylinder functions only:
• Tighten cylinder set screw. (Figure 13)
4. Fully tighten lock mounting screws.
Thru-bolt Plate
Figure15 Figure16
Unlocked
Locked
Correct Incorrect
NOTE:
Key and cylinder must
be rotated as shown
Figure19 Figure20
8 Installation
a Install Adapter Clutch
Install adapter clutch into
mortise lock hub. (Figure21)
Note
Adapter clutch is oriented toward
latchbolt as shown.
b Verify Bushing Is Tight
• Insert spindle into bushing; ensure that spindle is inserted no more than ¾” deep.
• Use spindle to rotate bushing clockwise into outside lever hole.
• Fully tighten bushing, then unthread bushing just enough to allow spindle to be inserted into lever,
keeping bushing as tight as possible.
• Once assembled, spindle orientation should be as shown. (Figure23)
Figure22
Bushing
(Outside)
Rose/Adapter Plate Assembly
Align rose screw with gap in spring cartridge
Outside Lever Assembly
81-0790 Spindle
Apply grease to
these surfaces
c Install Outside Trim
Figure23
LHR Outside Shown
Make sure spindle seats into clutch
adapter, then proceed to step 4dto
retain Outside Trim on door.
81-0794
Adapter Clutch
Hinge Side
Hinge Side
Figure21

10
BHL Trim
Installation Instructions
8200 Series
A8131F 08/19
Copyright © 2019, SARGENT Manufacturing Company. All rights reserved. Reproduction in whole or
in part without the express written permission ofSARGENT Manufacturing Company is prohibited.
1-800-727-5477 • www.sargentlock.com
8 Installation (cont.)
d Install Inside Rose/Adapter Plate
Install inside adapter plate assembly using two
(2) machine screws. (Figure24)
e Install Inside BHL Rose Assembly
Attach inside rose assembly to inside adapter plate using four (4) security Torx screws. Tighten screws
evenly. (Figure25)
Figure25
IMPORTANT
Screw oriented towards latch Security Torx Screws
LHR Inside Shown
f Install Inside Lever Assembly
• Install inside spindle. (Figure26)
• Install inside BHL lever assembly to
inside adapter plate assembly using
security Torx set screw.
IMPORTANT
• Line up rose screw with gap
on spring cartridge.
• Make sure machined end of
spindle seats into clutch adapter
before assembling lever onto rose. (Figure26)
Notes
Inside of LHR shown.
Figure24
01-1495
Machine Screw #8-32x5/8
Inside Adapter
Plate Assembly
LHR Inside Shown
Figure26
Gap
Spindle
Security
Torx Set
Screw
Machined End
Rose Screw
Note position and
orientation of spindle.