How do I add additional Reviewed By or Prepared By sign-off columns in CCH® ProSystem fx® Engagement or Workpaper Manager?
Note: Engagement or Workpaper Manager can only add additional Reviewed By sign-off columns. Adding additional columns for Prepared By sign-off is not currently available.
The video below explains the additional levels of reviewer sign off that are available in the application.
The video below explains the additional levels of reviewer sign off that are available in the application.
- In the Admin module, go to Tools > Firm Options > Sign Off.
- In the Number of reviewer sign offs drop-down, choose the number of sign offs you want in your binders.
- This number can be 2, 3, or 4.
- This will apply to all binders, in all clients, in all central file rooms for the firm.
- Click OK.
- Note: This feature is only available in Engagement or Workpaper Manager v2018 and higher.
Solution Id | 000214020/000087792 |
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