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Sign Off on a Document from the Task List

Q: How do I sign off on a document from the task list?

1. Open Task Manager

To open the Task Manager, click on the SOAPware menu, then select Tasks.

2. Locate Task Item

2. Locate Task Item

Locate and select the task item for the document that will be signed off on.

*Note: Multiple task items can be selected by holding down the Ctrl key while selecting.  

3. Sign Off

3. Sign Off

With the task highlighted, click the Sign Off button.

*Note: If you wish for the task item to be automatically removed from the task list following signing off, make sure sure the Action/Status is set to either "Needs Review" or "Sign".

Confirm that the document should be signed by clicking the Yes button.

How Do I... Video

The above video will demonstrate the steps required to sign off on a document from the task list.  Click the Play button to begin the video.

*Video Won't Play?: You may need to update Adobe Flash Player.  Visit http://www.adobe.com/go/getflashplayer.