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Workpaper Dashboard

Signoff Types

You can set up signoff types to assign to staff members working in an engagement. This provides a convenient method to track the status of a workpaper at any phase in the engagement process. Signoffs can be added to workpapers in the Engagement Binders Tree and the Workpapers List portlets of the Workpapers Dashboard.
To set up signoffs, select
Setup
Firm Information
Signoff Types
.
  • 2 default signoff types are available in Workpapers CS:
    Preparer
     and
    Reviewer
    . You can rename or delete these signoff types, as needed.
  • Each signoff type is listed in the Engagement Binders Tree and Workpapers List portlets as a separate column.
  • The application displays the signoff type assignments for each workpaper in the Workpapers Dashboard.
  • You can add signoffs to a workpaper via the right-click context menu in the Engagement Binders Tree portlet and the Workpapers List portlet.
  • You can edit and delete signoffs for a single workpaper at a time in the Workpapers List portlet.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers