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Create a workspace template from scratch
- SelectTemplatesfrom the navigation pane in CoCounsel.
- SelectCreate New Template.
- SelectWorkspacefor the Type.
- Enter a title for your template.
- Provide a detailed description to explain what the template is for and any specific guidelines for using it.
- Add the questions and instructions that will form the basis of your template. You can:
- Add questions manually.
- Have AI generate questions for you based on a brief description of your task.
- Import a list of questions that you are already performing.
noteYou can also add sections to help separate groups of questions within the Workspace. - Assign the appropriate access to the Template (it will be uploaded to your private User Collection by default, unless otherwise specified).
Best practices for creating templates
- Add a relevant title:Add a title that's easy to find and relevant to your template’s objectives.
- Add a detailed description:Add a description to identify your template with that's easy to read and understand.
- Be Specific:Clearly define each question and instruction to avoid ambiguity.
- Test Your Template:Run a test document workspace using the template to identify any gaps or improvements needed.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
Related Content
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Workspace templates
Format:
Article,
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