How to sign Assessment or Reassessment (For analysts)
This guide provides a straightforward process for signing assessments or reassessments, ensuring that users can efficiently complete their reports. It outlines two methods for signing—directly from the assessments section or within the report—making it easy to follow. By simplifying the signing process, this guide helps users save time and avoid potential errors, ultimately enhancing their workflow. Viewing this guide will empower users to manage their assessments with confidence and ease.
1. You can sign your assessment or reassessment at any point before submitting the report:
- From the Assessments section
- Within the report
From the Assessment Section
2. - Locate the desired assessment or reassessment.
- Click the three-dot icon.
- Select Sign.
3. Complete with your signature and click on Approve.
Within the Report
4. - Open the report
- Go to the Sign icon and click on it.
- In the pop-up window, add your signature.
- Click Approve.
