Confirmation.com - Audit International | What to do when files that were added to the Firm Template is not showing in the client file?
  1. Home
  2. Knowledge Base
  3. Audit International | What to do when files that were added to the Firm Template is not showing in the client file?
FAQ

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.

User-added image

User-added image

Refer to Appendix 3 of the Audit International | Firm Training Manual for the different profile tags.
 
 Rate this article: 
  (Popularity = 8/100, Rating = 0.0/5)

   Related Articles

Cloud App | How to manage the engagement documents
ISAE Attestation | Uploading documents in the ISAE Attestation Application
What to do when a there is an error reading file or contents are corrupted upon opening a CaseView document
Probe | Where do I find template documents for Test of Control and Substantive Sampling?
Cloud App | How to show a hidden document regardless of the visibility settings
view all...


   Search Results

Confirmation FAQ for Banks
Closed Account Confirmation for Bank Users
ABSA Corporate Bank South Africa Audit Confirmation Instructions
Audit International | FAQ | Why is document 520E not showing any risks recorded in the file?
User Profile for Bank Users Set Up
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
Confirmation.com
For more information, visit: www.confirmation.com

Adapt IT logo

Quick Links


Knowledge Base
Privacy Policy
Security
Regulatory
Terms Of Service
Copyright © 2026 | All Rights Reserved