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  1. MyWorkpapers
  2. Firm templates
  3. Accessing and creating firm templates

Accessing and creating firm templates

The first steps in creating customised templates for your firm is to access the templates module in MyWorkpapers and create the template files which you will later populate with content which can then be used on any of your engagement files.

  • Manage Templates - updates 03/2022
  • Accessing the Firm Template module
  • Creating new templates
  • Drafting, releasing and archiving templates

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