Authoring

Manage the firm template

Create a draft

Delete a draft

Use the product template

Publish a draft

Edit the firm template

Update the firm template

Create a draft using a previous template version

Revert to a previous template version

Suppress content in the firm template

Authoring content and deliverables in multiple languages

Define signoff roles

Set up signoff schemes

Review and customize signoff schemes

Add guidance information for staff members

Set up the Notes Library

Add areas

Add dimensions

Customize assertions

Customize controls

Customize financial groups

Customize risks

Customize the Documents page

Customize the lockdown settings

Group properties

Define components

Assign components to items in your template

Manage synced checklists for central planning

What are visibility settings?

Visibility conditions and examples

Add visibility settings in checklists

Add visibility settings in queries

Add visibility settings in letters or memos

Add visibility settings in financial statements

Show or hide an item regardless of visibility settings

Visibility icons

Access the product settings

Add a currency

Customize the date format

Customize the number settings

Customize fonts and headings

Customize the unit of measurement

Customize the content language

Customize the financial statement settings

Set up bulk print

Add a firm logo and letterhead

Add a checklist

Checklist components

Review and modify the checklist default settings

Add a group or subgroup

Add a procedure

Add or remove a link in the procedure description

Add a data link in the procedure description

Annotate a procedure or subprocedure

Review and customize procedure settings

Add a response type to a procedure

Add authoritative references in a procedure

Rearrange procedures

Add a letter or memo

Add a Table of Contents in a letter or memo

Add a grouping area in a letter or memo

Add text in a letter or memo

Add or remove a link in text areas in a letter or memo

Add placeholders in text areas in a letter or memo

Add data links in text areas in a letter or memo

Add a page break in a letter or memo

Add a header and footer in a letter or memo

Set up the print options for a letter or memo

Add a query

Add contact instructions

Add question sets

Add a query question

Add or remove a link in a query question

Add a data link in a query question

Add a document reference in the query question

Change engagement glossary terms and dynamic text

Review and customize query question settings

Modify or add a response type to a question

Link a query question to a checklist procedure

Rearrange query questions and question sets

Add Author IDs

Copy Author IDs

Add a financial statement area

Add an analysis section in the financial statements

Embed a PDF in the financial statements

Add a header or footer in the financial statements

Add a page break in the financial statements

Add, change or remove note references

Add content areas in the financial statements

Add or edit a calculation in table cells in the financial statements

Add or remove a link in text sections in the financial statements

Add or remove data links in text sections in the financial statements

Add or remove placeholders in text sections in the financial statements

Change the display option for table rows

Hide dynamic table header rows

Copy a table in the financial statements

Create custom groups in tables

Customize font sizes and spacing in the financial statements

Customize numbered headings in the financial statements

Customize rounding in the financial statements

Customize text in the financial statements

Customize the consolidation options in table columns

Customize the financial statements content

Customize the financial statements layout

Customize the title of the notes section in the financial statements

Delete content in the financial statements

Display zero balance columns in dynamic tables

Edit notes in the financial statements

Edit table columns in the financial statements

Edit table descriptions in the financial statements

Edit table rows in the financial statements

Exclude rows from a custom group total

Expand or collapse account group rows in a table in the financial statements

Group columns in dynamic tables

Change the dynamic table font size

Set default underline and overline options for dynamic tables

Set default currency symbol options for dynamic tables

Add cell references in dynamic tables

Add custom calculations in text sections

Specify the currency symbol option for rows

Rearrange areas in the financial statements

Rename content areas in financial statements

Set up the print options in the financial statements

View hidden rows and columns in a table in the financial statements