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How do I see who has certified a completed workpaper?
Marco Fiumara avatar
Written by Marco Fiumara
Updated over 2 weeks ago

You can check who has certified a workpaper in the following ways:

Option 1: From the Workpaper List

  • Assignees are shown by their icons (profile picture or initials) on the firm workpaper list (ensure that your filter includes completed workpapers)

  • A small green tick next to an assignee’s icon confirms they have certified the workpaper.

  • You can hover over the icons to see the certifiers name

💡 Tip: Remember that users inherit permissions of the users below them. Therefore, you may have instances where a preparer or reviewer doesn't have a green ticket, because a user in the role above them has certified on their behalf.

Option 2: From the Workpaper certification screen

Select the completed workpaper and click ‘Completed’ to see the full breakdown of who has certified, when they certified, and for what role.

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