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How do I create and manage Templates?

Key Functions  

  • Templates Overview 
  • Accessing Templates
  • Publishing Templates and Making them Default
  • Editing Templates

Video Guide

Templates Overview

  • Templates need to be setup so that you can use them in your Engagements.
  • Templates will need to be published to the firm so that they can be used in the Engagements structure.
  • Templates can be set to "Default" so that when you create an Engagement a set of standard templates will always be included upon Engagement creation.
  • You will be provided with a list of 'Anchor Templates' in your list indicated by an 'Anchor' icon next to it's name. These are stock standard templates that cannot be edited or deleted, however, they can be copied to be edited.

Accessing Templates

  1. Highlight over the left navigation bar and click 'Libraries'
  2. Your list of templates will show in the table for you to access.

Publishing Templates and Making them Default

  1. If your template is ready to be used in an Engagement, you can click the dropdown menu in the line and select 'Published to Firm'.
  2. By marking the template as default with the slider, this will make the template included in every Engagement structure you create.
  3. You can also adjust both of these options inside the template itself.

Editing Templates

  1. If the template is an Anchor template it will need to be copied first by clicking the 3 dots to the far right, this will create a editable instance of the template.
  2. For the template you want to edit, click the name of the template.
  3. Click the edit pencil in the far right for each section you want to edit any terminology of.
  4. Each template will have a different function to edit, for instance you can edit the Financial Statement report information and in Acceptance and Continuance you can edit specific questions to be answered.