Confirmation.com - Getting Started | Creating a file based on a template
Check out our 2025/26 roadmap
here
Toggle navigation
Support Escalation
Knowledge Base
Getting Started
eLearning
Training
2
Confirmation Billing Guides (Effective 1 Nov 2025)
What's New Confirmations 1 Nov 2025
Login
Search
Home
Knowledge Base
Getting Started | Creating a file based on a template
Getting Started | Creating a file based on a template
Published: 14/05/2019
Rate this article:
|vote=None|
Processing...
(Popularity = 0/100, Rating = 3.0/5)
Related Articles
Getting Started | Creating a file based on client data
Caseware Working Papers | How to avoid an error 32 when creating a new file based on client data?
Caseware Working Papers | Getting Started | Creating a new Caseware file
Principles of mapping the trial balance
view all...
Search Results
Editing Financial Forms in a Client Profile
Adding Financial Forms to a Client Profile
Roll Forward of a Client Profile
Why can’t I see a client’s profile on my list of clients?
Can I edit a client authorised signer?
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