Create and edit an engagement template
You'll need to have the security permissions needed to complete this task.
Use templates to quickly create new engagements in Engagement Manager. Templates are based on commonly-used folder structures. You can create and edit engagement templates to meet your firm's needs.
- In Engagement Manager, select
Setup, thenEngagement Templates. - SelectAdd, thenAdd template.
- Enter a template name, select a template type and source, then selectSave.note
- If you're licensed for Guided Assurance, you can create Guided Assurance templates. These include folder structure, workpaper references, workpaper descriptions, and risks. You can apply them to new engagements and existing engagements that don't have Guided Assurance enabled.
- You can add documents from another source. For example, GoFileRoom, an existing engagement, or an external document from a local drive.
- On theWorkpaperstab, select
Add, thenFolderorWorkpaperto set up the structure of the engagement template. - To edit an engagement template, select the template, then
Manage.noteFrom here, you can edit, copy, and delete the template. - To edit folders and workpapers within a template, select the item, then Manage.