Workpapers Custom Templates add-in
With the Workpapers Custom Templates add-in, you can create Custom Templates to get data from the Organizer and Tax Forms.
The Custom Templates enhances the efficiency of data transfer by:
- Providing greater control and flexibility over data transfer and management.
- Enabling field mapping from customer Excel files to product data entry fields.
- Letting users save and share templates and mappings with coworkers.
- Implementing validation checks to prevent the import of noncompliant data.
- Enhancing performance for building, sending, and retrieving data.
