At the last advanced training session I was shown how to add the sign off features to pdf files in CaseWare but after six months focused on personal tax, I forgot how to do it. Help!
Hi Spenceh.
In order to add the Sign-Off feature to the PDF document in the CaseWare Document Manager, you have to set the Properties of the document as indicated in the screenshot below…
This will enable the Sign-off Roles and print/display the Sign-off boxes as indicated in the screenshot below…
Best wishes,
David