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

Please note that due to a divisional meeting taking place, the support team will start working at 9am on Friday the 1st of August 2025
  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 = 11/100, 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

Unable to Receive Client Authorisation
Client Authorisation
Unable to receive password or userID email
Can the authorisation email be sent to a client more than once?
I can’t request authorisation from a client signer as the name is greyed out (cannot be selected)?
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 © 2025 | All Rights Reserved