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Creating a Template

Once a firm has created a file and customized it to their liking, including entering a chart of accounts, assigning map numbers, and establishing applicable client settings and display preferences, it may save time for future engagements to elevate that file into a template.

Templates can be used as a basis for new client files and can save time and set up for new client files. Templates can also be used to ensure that firm Settings remain standard and enforced across all client engagements. They can also allow firm content to be created once and then easily maintained in a central location and easily distributed to firm members.

To distribute this template, the template must be packaged. >>How Do I?

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