Using the Template

When working in the template, the software can be used by two user types. The first type is the Author or Firm Author, who customizes the content in the master template and repackages the template for use by the firm's engagement teams.

The second type is the User or Engagement Team that works on client files that are either based on the master template or incorporate documents from the master template brought in through a document library.

The following is a basic user workflow: