If you do similar engagements repeatedly, templates are a great way to increase efficiency. Using templates, you can start a new engagement using a Request List Template that you would like to replicate. You can create an engagement template from any existing engagement.
To create a new template follow these steps:
1. Click 'Engagements'
2. Click 'All Engagements'. Select the engagement you want to create as a template and click
3. Edit the template name, add a description and click 'Save'
Now you are ready to Create a New Engagement using a "Blank" engagement OR from a list of templates (e.g. Master PBC Request List).
If you wish to edit or modify your template, please email support at auditdashboard.com.