Sign off workpapers

In Engagement Manager, open the engagement, then select the Workpapers
tab.

Make sure that the checkbox at the top of the Workpapers grid is clear, which indicates that no workpapers are currently selected.

Select 1 workpaper or mark checkboxes to select multiple workpapers.

Select Manage
, then Sign Off
.

Choose from the Signoff types
.

Select a Date
.

Select Save
.

The sign off is recorded in the Sign Offs grid of the Workpaper Properties and the Status Dashboard is updated.

This article applies to: