Confirmation.com - Audit International | What to do when files that were added to the Firm Template is not showing in the client file?
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Training
3
Support Closure | Confirmation - 2026
Confirmation Billing Guides (Effective 1 Nov 2025)
What's New Confirmations 1 Nov 2025
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 = 4/100, Rating = 0.0/5)
Related Articles
Cloud App | How to manage the engagement documents
ISAE Attestation | Uploading documents in the ISAE Attestation Application
Firm Template | Document Configuration Header
Firm Template | Format Document
Financial Statements | iXBRL | How do I complete the submission to CIPC, after exporting to the document manager?
view all...
Search Results
SOC 1 and SOC 2 Examinations
What does the Confirmation Control Log Report provide?
How many users can register on the Confirmation.com plaform within an audit firm?
What does the Completed Confirmation Report provide?
ISRS Agreed-Upon | Latest release
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 © 2026 | All Rights Reserved