Edit sign-off roles

Sign-off roles can be edited for each file and set for each of your firm templates. For instructions on accessing the edit sign-off roles within a file see our help centre here:

  1. From Dashboard select Manage Templates;
  2. Select the template you wish to assign custom sign-off roles for;

  3. Select Template and edit sign-off roles;

  4. Edit sign-off roles;
  5. Select Close.
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