Add signoff types

Do the following to add signoff types.

Select Setup
then Firm Information
.

Select Signoff Types
then Add
.

Enter a unique description of up to 50 alphanumeric characters for the signoff type.

Select a role (Preparer
or Reviewer
) 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.

Select Enter
to save the changes in the Signoff Types screen.

This article applies to: