Confirmation.com - Audit International | What to do when files that were added to the Firm Template is not showing in the client file?
BOOK TODAY
to register for the Confirmation Orientation Webinar - Essentials for New Users
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Login
Search
Home
Knowledge Base
Audit International | What to do when files that were added to the Firm Template is not showing in the client file?
Audit International | What to do when files that were added to the Firm Template is not showing in the client file?
Published: 14/11/2018
Why are files that were added to the Firm Template not showing in the client file?
Answer:
Documents added to the firm template need to be tagged to a specific engagement profile before pulling through to a created file.
Refer to Appendix 3 of the
Audit International | Firm Training Manual
for the different profile tags.
Rate this article:
|vote=None|
Processing...
(Popularity = 10/100, Rating = 0.0/5)
Related Articles
ISRS Agreed Upon | How to manage the engagement documents
Firm Template | Document Configuration Header
Firm Template | Format Document
Firm Template | Document Manager
What to do when a there is an error reading file or contents are corrupted upon opening a CaseView document
view all...
Search Results
Audit International 26.1 Release Notes
Audit International 25.1 Release Notes
Audit International Latest Release
ISRS Agreed-Upon | Latest release
ISAE Attestation | Latest release
view all...
Didn't find what you were looking for?
Watch a video
Check out our helpful video guides
Contact Support
Contact our support team
For more information, visit:
www.confirmation.com
Quick Links
Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2025 | All Rights Reserved