Define signoff roles and schemes

Caseware AnalyticsAI offers the ability to customize signoff roles and schemes. Custom signoff roles allow you to define labels for preparer and reviewer roles that can be used to create custom sign-off schemes. You can assign custom sign-off schemes to documents to track the required reviewer and preparer workflows.

For more information, see Define signoff roles, Set up signoff schemes and Review and customize signoff schemes.