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 = 20/100, Rating = 0.0/5)
Related Articles
ISRS Agreed Upon | How to manage the engagement documents
What to do when a there is an error reading file or contents are corrupted upon opening a CaseView document
Firm Template | Document Configuration Header
Firm Template | Format Document
view all...
Search Results
ISRS Agreed-upon| How to include text areas for firm sign off in engagement letter
ABSA Corporate Bank South Africa Audit Confirmation Instructions
RMB Investment and Corporate Banking South Africa Audit Confirmation Instructions
What does the Confirmation Control Log Report provide?
Adding Client Signers
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