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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?
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.
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