How to insert electronic signatures into Jazzit Checklists

How to insert electronic signatures into Jazzit Checklists

The checklists support the functionality to sign-off certain compilation, review and audit checklists using electronic signatures.

In order to use this functionality, you will also need to have purchased a Jazzit Fundamentals package and electronic signature add-on.

The following checklists support the electronic signature functionality:

Below is a step-by-step guide on how to implement this in a client file (review document R5-10 will be used as an example)

The R5-10 Checklist MUST be in a client file where the Jazzit Financial Statements are present
Copy Components the LICENSE module (klib!!) from your Fundamentals Resource Centre, into your PEG Review Resource Centre (PEG Review KLIB). You must use CaseWare’s copy components to add the license module to the checklist Resource Centre properly. Do not copy and paste this module into your document manager.
Open the R5-10: Completion checklist in your existing client file and update the template by clicking on the Update from Resource Centre button at the top left of the screen
At the bottom of the checklist, you should now have an option to switch between manual and electronic signatures

In order to activate the signature please follow the steps below:

Please note, we only allow for a single electronic signature to be entered into this checklist