Disabling signoff types

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If you have administrative permissions, you can disable unused signoff types in AdvanceFlow by following these steps.

  1. Click the Administration button in the navigation pane and then click the Signoff types button. Signoff types are listed by name in the upper pane of the workspace.
  2. In the upper pane, click the name of the signoff type that you want to disable.
  3. In the Properties pane, mark the Disable checkbox.
  4. Click the Save Save button button in the Properties toolbar, or click the Undo Undo button button in the toolbar to cancel your changes.

Notes

  • To enable a signoff type, select it in the upper pane, clear the Disable checkbox in the Properties pane, and click the Save button.
  • If you've disabled a signoff type, it will not appear within an engagement or during the finalize step for unsigned workpapers.

Related topic: Signing off on workpapers

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