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 and all Review Points are resolved, 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 for the jobs under the Jobs tab.

  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.

Viewing signed-off jobs

To view completed and signed-off jobs, select Signed Off from the Filter at the top of the Jobs screen.