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You can define up to five types of signoff designations to use for engagements or documents from the Setup > System Configuration > Signoff Types dialog in CSA. A Preparer (Type 1) and a Reviewer (Type 2) signoff type are already provided by default, and you may define up to three additional signoff types.
- Choose Setup > System Configuration > Signoff Types to open the Signoff Types dialog. (Note that Preparer and Reviewer are the default Type 1 and Type 2.)
- To customize a type, highlight Type 3, 4, or 5 and click the Edit button.
Note: The Edit button is enabled only if Type 3, 4, or 5 is selected.
- Enter a type name in the Type field.
- Enter a description in the Description field.
- Click the Enter button to save the customized type.
- Click the Done button to close the Sign Off Types dialog.
Related topics
Signoff Types [Setup menu, System Configuration]
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