Create an Engagement Template

This article applies to: All Firm Users with Administrator role

Templates are a great way to increase efficiency if you undertake similar engagements repeatedly. You can create a new Request List template from an existing engagement and use the template to start a new engagement.  

To create a new template, follow these steps: 

1. Go to Engagements in the main menu.
   
2. Click View All Engagements. Select the engagement you want to create a template for and click the Save as Template button .
3. Give the template a name, add a description and click Save.
   

Now, when you create a new engagement, you can Create a Blank Engagement, using a Blank template or select from a list of your templates (e.g. Master PBC Request List). To edit or modify your template, please reach out to [e-mail].