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Staff members with the privilege to do so can use the Multiple Document Signoff feature to attach a signoff to all or selected workpapers in the current engagement at the same time, using the same signoff type.

Choose Edit > Multiple Document Signoff.

• All checkboxes in the Multiple Document Signoff dialog are unmarked by default.
• The engagement in the Tree view pane is collapsed by default when you open the Select Workpapers dialog the first time. Click the Expand Tree sign to expand the engagement and display all folders in the Tree View pane or click the Collapse Tree sign to close sections of the expanded tree.
• After you have selected the workpapers you want to sign off in the Multiple Document Signoff dialog, you can click the OK button to open the Document Sign Off Verification dialog, which displays a list of all selected workpapers. If a workpaper has already been signed off with the signoff type you selected, there will be a note in the Exceptions field.
• To have Engagement CS automatically update signoff variables in the workpaper, choose Setup > User Preferences and mark the Refresh document upon signoff checkbox. If this checkbox is not marked, the workpaper will not be refreshed until the engagement is closed.

See also: Signing off one or more documents

Fields & buttons

Date

Type

Multiple Document Signoff tree view

Document Signoff Verification

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