• 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

Sign off a document

When you've completed preparing or reviewing the document, you can sign off the document for your role.

Prerequisites:

• If the file is protected, you must have sign-off rights for your role.
• If you are working in a sync copy, ensure you are online and synchronizing with the parent file.

To sign off a document:

1. In the Document Manager, locate the document that you want to sign off.
2. Right-click the document, then click the sign off option at the bottom of the context menu (Prepared by / Reviewed by). The sign off options are dependent on the document's role set.

The document is signed off for your role. A check mark displays next to the document in the color that was set for your role.