Workpaper Properties > Signoff dialog

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Signoff dialog enables staff members to choose whether to sign off as a Preparer or Reviewer or as one of up to three user-defined signoff type.

Highlight the document in the Tree View window, right-click to open the context menu, choose Workpaper Properties, and then click the Add or Edit button below the Signoff grid in the Workpaper Properties dialog.

Special information

Fields & buttons

Related topics

Signoff Types [Setup menu, System Configuration]

Signing off one or more documents

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