Add and delete signoffs

You can track the status of workpapers in the Binder tab by adding and/or deleting signoffs for each workpaper as the status of assignments change during the course of a project.

  1. Open your project and click the Binder tab.
  2. Mark the checkboxes next to workpapers without existing signoffs in the Preparer and/or Reviewer columns, click Add Signoff, and choose Preparer or Reviewer to apply those signoffs to the selected workpapers.
  3. Mark the checkboxes next to workpapers with existing signoffs that you want to delete, click Delete Signoff, and choose Preparer or Reviewer to remove the selected items.

Note: Only those signoffs that have been applied to workpapers by your staff ID can be deleted.


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