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Electronic Review and Sign Off

Working Papers has an extensive list of features to facilitate electronic review notes, history and milestones, and role sign offs. Together, these features are discussed under Electronic Review and Sign Off.

The three main Working Papers features include:

  • Identify and resolve concerns in detail using Issues as electronic review notes across the client file.

  • Maintain an active log of events in the client file and save documents at meaningful milestones during an engagement.

  • Track staff member and engagement progress using role sign offs.

For more details about the individual features, click a feature on the right.

In a traditional review workflow, these features can be used to organize and maintain the client file in your engagement. The following diagram illustrates how each feature can support engagement reviews.

For more details, see About electronic review and sign off.