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Approvals are the fine-grained sign-off within a binder. They’re separate from submitting the binder for review, which is the sign-off on the whole thing.

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Documents

Right-click any document on the Documents tab → approve or unapprove. The Approve / Unapprove buttons on the document page do the same. Any user assigned to the binder can approve, and approvals are attributed:
  • Preparers get a blue initials badge
  • Reviewers get a green initials badge
Because both roles can approve the same document, a workpaper can carry a blue badge and a green badge, prepared and reviewed, visible at a glance from the document list. Approve in bulk by selecting several documents first. See Bulk actions.

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Accounts

An account is marked reviewed from its reconciliation screen, not from the trial balance grid. Open the account, check the tie-out, and click Mark as Reviewed. Skip moves to the next account without signing this one off.
Only a reviewer can mark an account reviewed. If the button is disabled, you are not assigned as a reviewer on this binder. Add yourself from Settings.
Back on the trial balance, a reviewed account shows a distinct icon on its row, so you can see what has been signed off without opening anything. Unlike documents, an account carries one approval, so the reviewed state is unambiguous.

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How it fits together

Document and account approvals are the evidence; the binder review is the decision.