Creating Templates

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

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