Can I reset someone's signature on a program document they signed

This article will explain the steps that need to be taken to unsign a program document.

In order to unsign a document a user needs to be assigned to an Account Role with provides them with the appropriate functional rights.

• To set up a the appropriate user rights, access Account Roles in the Settings & Security Section of the System menu.

• Select the appropriate Account Role by clicking on the Account Role ID.
• Click on Edit in the Functional Rights panel.

• Expand the Supervisory Rights.
• Check the Reset Program Document Approval.

• Save your Supervisory Rights selection.
• Save your Account Role.

Once the user rights have been granted, the documents can now be unsigned.

• Select the Client Account by clicking on Clients in the People section of the Engagement menu.

• Select the Client by clicking on their ID in the Clients List.
• Expand their Programs.
• Click on the Checkerboard (Edit) button next to the program which contains the signed document.

• Look for their signed documents in the Client Documents tab, by looking for the documents with checkmarks in the Signed column.

• If a document can be unsigned, click on the red "X" in the Reset column.

You will receive a message asking you to Confirm Reset of Client Signature.

• Click Proceed.
• The approval signature will be removed from the document and will be reflected in the Client Documents tab by removing the checkmark and the date the document was signed.

• Click Save to save the program changes.

NOTE: Once saved, the Client can re-approve their document via the Client
Portal, when ready. This process also works similarly for non-Client
Accounts.