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.

  1. In the Admin module, go to Tools > Firm Options > Sign Off
  2. 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. 
  3. Click OK
    • Note: This feature is only available in Engagement or Workpaper Manager v2018 and higher. 
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