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Roles (Client Specific)
 
Roles (Client Specific)
 
1
Number of Roles
1. Number of Roles
Set the Number of Roles (initial boxes) required for this client.
2
Role 1-8 Labels
2. Role 1-8 Labels
You can type in any heading in the Role 1-8 boxes below. This descriptions will appear in the financial statement, working papers and leadsheet sign off boxes.
3
CaseView and External Documents Sign Offs
3. CaseView and External Documents Sign Offs
You can also set the CaseView and External documents to be flagged if changes are made to the document after signing off the selected role.
 
4
CaseView Document Sign Offs
4. CaseView Document Sign Offs
You can choose to make the CaseView document read only after signing off a selected role.
 
Example header from a Jazzit Prepaid working paper
 
5
Review Status
5. Review Status
You can also set the CaseView and External documents to be flagged as ready for review when signed off by a specified role.
6
Document Manager
6. Document Manager
Determines how role completion is displayed in the document manager. Either as a checkbox next to the document's icon or as a separate column in the document manager