About templates

When you've created a file and customized it to meet your organization's requirements, you can save time setting up future files by elevating the file to a template. You can use a template as the base for new Working Papers files to ensure that your organization's settings remain standard across all your files. Create organization specific content in the template, then package it and distribute it to your users.

Common tasks when setting up a template file include:

  • Entering a chart of accounts
  • Assigning map numbers
  • Adding common documents

Chart of accounts

When creating a template for use across a wide range of clients, you'll want to create a chart of accounts that is common to all client files, but still maintains client specific accounts. You can create this 'master' chart of accounts using map numbers in the mapping database.

When linking the chart of accounts to CaseView documents, account mapping presets the financial statements by map number. Since the map number is independent of the client's chart of accounts, account mapping ensures that a minimum amount of modification to the final financial statements is required.

Mapping database

You can customize your template by making modifications to the default mapping database, such as modifying the default set of leadsheet numbers to ensure they conform to your organization's standards. Assign leadsheet numbers to map numbers in the mapping database to complete the customization of the template.

Standardized documents

Add standard documents that your organization requires to the Document Manager prior to elevating the Working Papers file to a template. After elevating the file, you can manage the template properties of each document from Document Properties | Template.