• Repackage
  • Repackage Introduction
  • Multiple computers
  • Distribute
  • Repackaging a Template
  • Repackaging a template
  • Single computer

Use on multiple computers

If a firm wishes to distribute the customized version for use on multiple machines, a repackage mechanism is provided. Once the customization of the template is completed, you have a master template that installs just as the original template was installed. This set of installation files containing the repackaged template is then distributed to the engagement team. It is imperative that this master firm template be retained for any future customizations by your firm. You must repackage the master template to distribute updates of any firm settings to the engagement team including changes to the firm libraries. You cannot copy selected files to individual computers.

Repackaging does not copy all necessary files to existing client files.

Note:

• If account balances were imported into the master template, clear them prior to repackaging the files for distribution to the engagement team.

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