In Essential or Pro engagements, you can sign off on a workpaper, leadsheet, or report as a preparer, as a reviewer, or as a second reviewer. In a Knowledge Coach engagement, you can do the same for Knowledge Coach forms. An unlimited number of people can sign off in each of those roles.
After sign-off, the name of the person who signed off displays in the column for their sign-off role on the Engagement View. The date the sign-off was given displays beneath the staff name.
Sign-offs made by one user are immediately visible to other users. It is not necessary to refresh the page to update the sign-off status.
A sign-off can be removed only by the person who provided the sign-off. Reviewer sign-offs must be removed before the preparer sign-off can be removed.
Click the engagement on the Engagement List page.
Locate the workpaper, leadsheet, or report on the Engagement View.