Sign off workpapers
- In Engagement Manager, open the engagement, then select theWorkpaperstab.
- 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.
- SelectManage, thenSign Off.tipAlternatively, right-click on a selected workpaper and selectSign offand a sign off type from the context menu. This quicker method doesn’t let you choose a date for your sign off.
- Choose from theSignoff types.
- Select aDate.
- SelectSave.
The sign off is recorded in the Sign Offs grid of the Workpaper Properties and the Status Dashboard is updated.
Related Content
-
Workpaper sign offs
Format:
Article,
2 min read
