• The Document Manager
  • Using The Document Manager to Organize Your File
  • Create and Manage Documents
  • Document Library
    • Creating a Document Library
    • Adding Documents and Templates to the Document Library
    • Inserting a Document or Template From the Document Library

The Document Library

The Document Library to provides easy access to the standard documents your firm uses. A Document Library contains one or more Working Papers client files and templates. Documents in these client files and templates can be added to your client file.

The Document Library allows a firm to maintain standards in documents and to better manage the content of standard documentation by ensuring that your client files are consistent and up-to-date.