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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Create a workspace template from an existing document workspace

  1. Select a completed document workspace that you've previously run.
  2. Select the 3 dot menu on the document workspace.
  3. Select
    Save as Template
    .
  4. This will copy the document workspace questions into a template. The newly created template will be saved in your private user collection and can be edited further, if needed.
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 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.

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