Sign-off workflows add a structured, multi-phase review sequence to Sign Offs columns on sheets. You define the phases and assign engagement roles for each phase, giving your team visibility into where each row stands and who's responsible at each stage.
Limited release: This feature is currently in early access and may not be enabled for your firm. Reach out to your Customer Success Manager if you'd like to learn more.
Before you begin
Sign-off workflows are only available on sheets with the New Sheets experience enabled. Applying a sign-off workflow locks the sheet into New Sheets — to revert a sheet to the old sheets experience afterward, you must unlink the workflow first.
Users who will participate in a workflow must have a specific engagement role assigned (Staff, Senior, Manager, etc.) in the Engagement Team menu inside the engagement's settings. Users with Full Access engagement permissions can't participate in sign-off workflows because the system can't determine which phase they belong to. When an engagement has a sheet with a sign-off workflow applied, any team members with Full Access will show a warning on the engagement team page: Unsupported in custom sign-off workflows.
Apply a workflow to a Sign Offs column
To apply a workflow, open the Edit column menu for your sheet's Sign Offs column. If your sheet doesn't have one yet, add a Sign Offs column first.
To apply a workflow to a Sign Offs column, follow these steps:
Open the Edit column menu for the Sign Offs column.
From the Select Sign-off Workflow dropdown, choose a workflow. If you don't have one yet, click + Create Sign-off Workflow — see Create a sign-off workflow below.
Click Update.
When a custom workflow is applied, the Sign Offs column is replaced by two columns: a Phase column showing each row's current phase, and a Status column showing its sign-off status. Any existing sign-off data on the column is preserved.
Create a sign-off workflow
To create a workflow, click + Create Sign-off Workflow from the Select Sign-off Workflow dropdown in the column settings. This opens the Create Workflow panel.
To configure the new workflow:
Enter a name for the workflow.
For each phase (Prepare and Review) configure the following:
Color: choose a color to identify the phase.
Roles: assign one or more engagement roles (for example, Staff or Manager).
Sign-off sequencing (if the phase has multiple roles): choose how sign-offs work across those roles:
Sequential: roles must sign off in the listed order.
Simultaneous: any user in any listed role can sign off.
Any: only one of the listed roles needs to sign off.
Save the workflow.
Edit a sign-off workflow
You can edit a workflow's configuration or switch to a different sign-off workflow.
To edit a workflow, follow these steps:
Open the Edit column menu for the Phase or Status column.
To switch to a different workflow, select it from the workflow dropdown and click Update.
To edit the current workflow's configuration, click Edit workflow to open the workflow editor.
Unlink a sign-off workflow
Unlinking a sign-off workflow replaces the Phase and Status columns with the standard Sign Offs column. Your existing sign-off data is preserved. If you re-apply a custom workflow later, all data is restored.
To unlink a workflow, follow these steps:
Open the Edit column menu for the Phase or Status column.
From the Select Sign-off Workflow dropdown, select Default Sign-off Workflow.
Click Update.