Ready for Sign-off

The director sign-off process — how to complete final sign-off once all workpapers are approved.

After all workpapers have been approved, the reviewer is presented with the Ready for Sign-off option.

Sign-off process

  1. Select Ready for Sign-off — the pen icon is enabled for the Director.
  2. At this stage, all features except Results are locked and become view-only for all users, including the Director.
  3. The Director selects the pen icon to open the sign-off screen.
  4. The Sign-off checkbox is selected by default.
  5. The Director enters their name — a digital signature is populated automatically.
  6. Click Sign to complete the sign-off process.

A job cannot be signed off until all Review Points are resolved and all workpapers are approved.