Add and delete signoffs
You can track the status of workpapers in the
Binder
tab by adding or deleting signoffs for each workpaper as the status of assignments change during a project.- Open your project and select theBindertab.
- Mark the checkboxes next to workpapers without existing signoffs in thePreparerand/orReviewercolumns, then selectAdd Signoff. ChoosePreparerorReviewerto apply those signoffs to the selected workpapers.
- Mark the checkboxes next to workpapers with existing signoffs that you want to delete, then selectDelete Signoff. ChoosePreparerorReviewerto remove the selected items.
note
You can only delete signoffs applied to workpapers by your staff ID.
