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Create a workspace template from an existing document workspace
- Select a completed document workspace that you've previously run.
- Select the 3 dot menu on the document workspace.
- SelectSave as Template.
- 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.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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Workspace templates
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