Sign off procedure I. Expenses receipts II. Timesheets I. Expenses receipts After having chosen your signers options, users desiring to submit an envelope for approval will first need to send the envelope to all designated signers. To notify the signers, users must: 1. Click on the Envelopes tab, and then on the name of the relevant envelope. 2. Click on the "Signers" link. 3. Click on the name of a signer. Doing so will bring up the "Send sign off requests" dialog box. This box includes a summary of the expenses incurred while working on a particular project or for a particular client. 4. Use the checkboxes to indicate one or more expense receipts requiring the signer's approval; include any notes as desired, and then click on the "Send" button. Note: This procedure must be followed for each signer. Each signer will receive an email notification that includes a hyperlinked URL. Clicking on the URL will show the signer a "Sign off request" form that includes the information from all boxes checked off in the "Send sign off requests" form. The signer accepts or rejects each item, and then clicks on the "Save" button. (Note: Once a signer has accepted an item, it can no longer be changed.) If the "All sign offs must be complete before a timesheet or expense report can be submitted" box found in Company > Settings has been checked off, all designated signers must sign off on the envelope before it can be submitted for approval and subsequent billing. If the box has not been checked off, however, a user can submit an envelope whether or not any or all signers have signed off on it. Users can check the sign-off status of an envelope by going to My Account > Dashboard > My Status. II. Timesheets After having chosen your signers options, users desiring to submit a timesheet for approval will first need to send the timesheet to all designated signers. To notify the signers, users must: 1. Click on the Timesheets tab, and then on the name of the relevant timesheet. 2. Click on the "Signers" link. 3. Click on the name of a signer. Doing so will bring up the "Send sign off requests" dialog box. This box includes a summary of the hours worked on a particular project or for a particular client. 4. Use the checkboxes to indicate one or more timesheets requiring the signer's approval; include any notes as desired, and then click on the "Send" button. Note: This procedure must be followed for each signer. Each signer will receive an email notification that includes a hyperlinked URL. Clicking on the URL will show the signer a "Sign off request" form that includes the information from all boxes checked off in the "Send sign off requests" form. The signer accepts or rejects each item, and then clicks on the "Save" button. (Note: Once a signer has accepted an item, it can no longer be changed.) If the "All sign offs must be complete before a timesheet or expense report can be submitted" box found in Company > Settings has been checked off, all designated signers must sign off on the timesheet before it can be submitted for approval and subsequent billing. If the box has not been checked off, however, a user can submit a timesheet whether or not any or all signers have signed off on it. Users can check the sign-off status of a timesheet by going to My Account > Dashboard > My Status.