Confirmation.com - 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.

User-added image

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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