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Workspace templates
A workspace template is a pre-configured set of questions, instructions, and guidelines used as a starting point for workspaces. Templates are designed to streamline the creation and execution of workspaces by providing a consistent structure and ensuring all necessary steps are included from the outset.
Key features
- Pre-defined Structure:Templates come with a set of predefined questions and instructions, reducing the need to start from scratch each time you create a new document workspace.
- Reusability:Once created, templates can be used repeatedly across different document workspaces, ensuring consistency and saving time.
- Customization:While templates provide a standard framework, they can be customized to fit specific needs or situations, which creates flexibility within a structured approach.
- Efficiency:By using templates, you can quickly initiate a document workspace, focusing more on the task at hand rather than the set up process.
Use templates
Using templates is straightforward and greatly enhances the efficiency and consistency of your document workspace. You can effectively utilize templates by doing the following:
- When starting a new document workspace, choose the option to import a template.
- Select the template you want to import questions from.
- The questions and instructions from the chosen template will be added to your new document workspace.
- You can modify the imported questions and instructions to suit your specific needs.
Create a template
There are 2 primary methods to create a template:
- From scratch.
- From an existing document workspace.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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