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Workpaper Dashboard

Add, edit, or remove signoffs

Adding signoffs to single or multiple workpapers in the engagement binder provides information to engagement staff about the status of workpapers in the engagement workflow as a whole. For example, the signoff can indicate whether the workpapers have been reviewed or if they're ready to be prepared and finalized.
You can use the
Signoff Types
 screen to add, edit, or delete signoff types, and you can select
Sort Order
 to modify the sort order of signoff types that appear in the signoff dropdown within the Workpapers Dashboard.

Add signoffs

Use 1 of the following methods to add your signoff to an engagement.
  • In the Engagement Binders Tree portlet of the Workpapers Dashboard, right-click a folder, select
    Add Signoff
     then the signoff type you're assigned to to add a signoff to all workpapers in the selected folder that don't have an existing signoff.
  • In the Engagement Binders Tree portlet of the Workpapers Dashboard, right-click a workpaper, select
    Add Signoff
    , then the signoff type you're assigned to.
  • In the Workpapers List portlet of the Workpapers Dashboard, select the workpaper to add your signoff. If a hotkey was assigned to your signoff type on the
    Signoff Types
     screen, you can press that key combination (for example CTRL+1) to add your signoff. Alternatively, you can use the right-click command menu to add your signoff as you would in the Engagement Binders Tree portlet.

Edit signoffs

Use the following procedure to modify the signoff date for an existing signoff that you've created. Note that you can edit only a single signoff at one time.
  1. In the Workpapers List portlet, right-click the signoff in the appropriate column of the grid and select
    Edit Signoff
     to open the
    Edit Signoff
     window.
  2. Select the dropdown arrow to open the calendar and select a date for the signoff.

Remove signoffs

Signoffs can be removed in the Workpapers List portlet only when they're associated with the sign-in that you're currently using. (For example, if you're signed-in as ADMIN, only the signoffs associated with the ADMIN staff ID can be deleted.)
In the Workpapers List portlet, right-click the signoff in the appropriate column of the grid and select
Delete Signoff
. If the signoff is associated with your current login ID, it will be removed.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers