Form Settings
Firm Information and Logo
The Firm Information document contains basic information about the firm (including a logo) that is established for the practice unit as a whole. This information automatically populates correspondence, including the engagement, representation, and management letters.
Document Prerequisites
Firms may want to prevent users from working on certain documents until other documents have been completed. For example, a firm may want to ensure that documents key to the planning phase are completed before documents from the performing phase are started.
Document Properties
Each document has various properties that the author can define.
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