Add guidance information for staff members

You can include guidance information for staff members in a checklist, a letter or memo, or the financial statements document. Guidance information can be instructions or references to other documents.

Best Practice: We recommend that firm authors add guidance information for users in the firm template. Firm authors are staff members with the Settings Admin role or similar. See Manage the firm template for more information. See also Built-in roles and Assign security roles for information on roles.

Add guidance information in a checklist

You can include general guidance information in a checklist.

Note: General guidance information can only be added in the firm template in a checklist that the firm author has added.

To add general guidance information:

1. Ensure that you have the Settings Admin role or similar. For more information, see Built-in roles and Assign security roles.

2. From the Cloud menu (), select Settings () | <your product name> | Manage Template.

3. Open the firm template.

   See Manage the firm template for more information.

4. Open the checklist and select Edit ().

5. Go to the Guidance tab.

6. Select the text field to start adding content.

   The formatting toolbar displays. Use the toolbar to make the following changes.

You can also include guidance information in each group and procedure in a checklist.

Note: You can only add group or procedure guidance information in a checklist that you have added. You can't add guidance information in a checklist that's part of the default content that comes with your product.

To add guidance information in a group, a subgroup or a procedure:

1. Open the checklist and select Edit ().

2. Go to the item where you want to add guidance information.

The item can be a group, a subgroup or a procedure.

3. Select the lightbulb icon () next to the item.

The Guidance section opens in the left side panel.

4. Select the text field to start adding content. The formatting toolbar displays. Use the toolbar to make the following changes.

The following table describes the formatting toolbar for guidance sections in a checklist:

Toolbar icon	Description
	Bold, italicize or underline selected text.
	Add a bullet or number list.
	Indent selected text or paragraph.
	Align selected text or paragraph.
	Add a table.
	Add or remove a link.
	Insert a reference to a visible or hidden document in the engagement file.
	Add data links.
	Remove all formatting for a selected text or a paragraph and revert to the default.

Add guidance information in a letter or memo

You can include guidance information in a letter or a memo. Guidance information can be assumptions, instructions or a reference to another document.

You can a guidance area at the top of the document to include information for the whole letter or memo. You can also add a guidance area anywhere in the body of the document to include guidance information related to specific sections in the document.

To add guidance information:

1. Select +Add section | Guidance.

A text field displays with a lightbulb () indicator that marks the area as guidance information.

The default title of the guidance section is Guidance. You can select the default title to change it. Note that this title is not part of the document content.

Note: You can also add guidance sections within grouping areas in a letter or memo.

2. Select the text field to start adding content. The formatting toolbar displays. Use the toolbar to make the following changes:

Toolbar icon	Description
	Apply a style to selected text or paragraph.
	Bold, italicize or underline selected text.
	Add a bullet or number list.
	Indent selected text or paragraph.
	Align selected text or paragraph.
	Add a table.
	Insert a reference to a visible or hidden document in the engagement file.
	Add or remove a link.
	Add data links.
	Remove all formatting for a selected text or a paragraph and revert to the default.

To delete the guidance section, select Settings () | Delete.

Add a document reference in guidance sections

You can add a document reference in guidance sections to insert a link to an existing document in the engagement file.

To add a document reference in a guidance section:

1. In the guidance section, select the text field to display the formatting toolbar.

2. Select Insert Document Reference ().

A list of the available documents in the engagement file displays. You can select Show hidden documents to select a hidden document if needed.

3. Select the document you want to reference from the list.

A reference to the selected document is created and added in the Guidance tab.