Adding or Removing Sign-offs
In Pro engagements you can sign off on a workpaper, leadsheet, or report as a preparer, as a reviewer, or as a second reviewer. An unlimited number of people can sign off in each of those roles.
Note:
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The preparer must sign off before a reviewer can sign off. However, the first and second reviewer can sign off in any order.
After sign-off, the name of the person who signed off displays in the column for their sign-off role on the Engagement View page. The date the sign-off was given displays beneath the staff name.
Note: The staff name comes from the Report Name fields in the staff member's profile in CCH iFirm user settings.
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.
Note: Signing off on a leadsheet does not lock the leadsheet. If, after sign-off, there are changes to the trial balance that affect a leadsheet, the leadsheet is updated and the sign-offs remain in place.