Add signoff types
Do the following to add signoff types.
- SelectSetupthenFirm Information.
- SelectSignoff TypesthenAdd.
- Enter a unique description of up to 50 alphanumeric characters for the signoff type.
- Select a role (PreparerorReviewer) for the signoff type.
- Select a hotkey number from 0-9 to use as a shortcut key combination for signing off on 1 or more workpapers.
- SelectEnterto save the changes in the Signoff Types screen.
note
- 2 default signoff types are available in Accounting CS Workpapers (PreparerandReviewer). You can edit or delete these signoff types, as needed.
- The application displays the signoff type assignments for each workpaper in several portlets in the Workpapers Dashboard.
- You can add signoffs to a workpaper via the right-click context menu in the Engagement Binders Tree or Workpapers List portlet.
- You can't edit signoffs for multiple documents at the same time.
