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Cover Page Settings (Desktop)
What it is: A section within the cover page of the Annual Financial Statements where you enter the names and details of the person who prepared the statements and the person who reviewed them.
What it's for
The cover page of the Annual Financial Statements typically shows the firm's identity — including who prepared and reviewed the document. Filling in the Preparer and Reviewer fields ensures that the correct names appear on the cover page when the document is previewed or printed. This is especially important for quality-control sign-off and for meeting any regulatory or internal requirements around document ownership.
How to do it
Adding preparer and reviewer details (DX077)
- Open the Annual Financial Statements and go to the cover page.
- Click on the Settings for the Above area on the cover page to open the input section.
- Type the Preparer's and Reviewer's details into the blue cells provided.
- As you type, the information will appear immediately in the preview of the cover page.
Related concepts
Source
https://draftworx.helpjuice.com/desktop/draftworx-desktop-cover-page-settings
Walkthrough
https://scribehow.com/viewer/Draftworx_Desktop_Cover_Page_Settings__DX077__mW9R9Jf2TimcWKDgGKA4JA