Signing off one or more documents

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Staff members can choose whether they wish to sign off as a Preparer, Reviewer, or one of three other Signoff Types (See Signoff Types [Setup menu > System Configuration] for details.)


  • The Add button on the Workpaper Properties dialog is made unavailable (grayed) if the selected workpaper or document has already been signed off on by all signoff types available in the current engagement.
  • To automatically update signoff variables in the workpaper, choose Setup > User Preferences and mark the checkbox to Refresh documents upon signoff. If this checkbox is not marked, the workpaper will not refresh until the engagement is closed.
  • Documents that are outdated in the engagement appear in red the Tree View window. For details, see Refreshing engagement documents on demand.
  • If you open an Excel or Word workpaper signed off by the reviewer, when closing the workpaper you will be prompted to save the workpaper. If you save the workpaper - even if no changes were applied - a warning 2 will appear in the Warning column indicating that the workpaper was modified after it was reviewed. Be sure not to save the workpaper if no changes were applied.

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