When creating a custom template for your firm, there is also the feature to create custom Sign-off roles which will present within your created custom template.
1. Whilst creating a custom template, click on the Template dropdown menu within the workpaper index to access the edit sign-offs portal.
2. Here you'll be met with the Edit File Sign-Offs tab, from there you can create custom sign-offs, Once finished simply click close for them to be active.
- 3 Lines - Allows you to move the statuses around via drag and drop;
- Show in WPI Tickbox - Select a maximum of 2 Sign-offs which can be displayed in the Working Paper Index
- Pencil Icon - This allows you to edit the name of existing statuses
- Bin - Allows you to delete an existing Sign-Off.
NOTE: Please Note you can change your sign-offs at any point within a custom template, It won't impact old files created with the template, however new files created with the custom template will present with the updated / new sign-offs within the file.
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