Engagement templates overview
note
The
Engagement Templates
screen is a user-defined terminology screen. Your firm may refer to it by a different name. You can view the default names for user-defined items by selecting Help
, then Enable Default Terminology
(or by using Ctrl + Shift + H).Use the
Engagement Templates
screen to add and maintain a variety of engagement types. The firm administrator should initially set up engagement information.Each client is required to have at least 1 engagement assigned. Engagement templates are designed to help with setting up client engagements. When you select an engagement for a client, the information from the template is transferred to the engagement.
To open the
Engagement Templates
screen, select Setup
, then Engagement Templates
.
