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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.
 
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