Customising template content

Once you have added the folders and workpapers to your template you can customise the individual folder and workpaper names, reference, order, and content contained within them in the same way as you would in a regular file.

Please refer to Customising the Working Paper Index and the Working Paper Index Overview for details on customising the Working Paper Index, including:

• Reordering folders and workpapers;
• Deleting and restoring folders and workpapers;
• Editing references and descriptions of folders and workpapers;
• Customising programs and checklists;
• Creating new programs, checklists, and forms; and
• Customising the Review Point Types.