• Engagements
  • Automatic documents
  • Document Manager
  • Print and save
  • Create files
  • Imports
  • XBRL
  • Annotation
  • Issues
  • Roles
    • About roles
    • Add a role
    • Add a role set
    • Assign a role set to a document
    • Define role dependencies
    • Reverse a sign off
    • Sign off a document
  • Accounts and balances
  • Journal entries
  • Mapping and grouping

Roles

Electronically sign off documents in a file according to your role.

Overview

• About roles
• Role options

Get started

• Add a role
• Add a role Set
• Assign a role set to a document
• Define role dependencies
• Reverse a sign off
• Sign off a document