You will always be able to download the firm template guide from this page. The latest version will only be available to download. Once downloaded, extract the file from the zipped folder. then drag and drop this document into the document manager of your firm template and follow the steps in the document.
N.B. You will have to be logged in, to access the download.
| Version Number | Revision History |
|---|
| 2023.07.01 (37) | Initial Version |
| 2024.07.01 (47) | 2024 Version |
| 2025.070.01 | 2025 Version |
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Install Instructions
Steps to follow after download:
- Extract the firm template guide from the zipped folder.
- Drag and drop the template guide into the document manager of your firm template.
- Open the firm template guide.
Now follow the steps in the firm template guide to continue creating your firm template.
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