Overview
Admins can save firm-wide document templates in the admin settings so practitioners can pull a copy into any engagement. When edits are made to an admin template, these changes can be pushed out to any existing copies of the template in active engagements and engagement templates.
Admin report templates are stored under the Documents tab in the Templates section of the Admin settings.
How it works
If your report template should include data from sheets or forms, use the mail merge tags from your sheet templates and form templates. This will ensure that the report template works for any engagements that use these templates.
Add an admin report template
To add a new admin report template:
Create your template in the Word desktop app
Go to Admin > Document templates
Click Upload files in the top-right
Insert a template into engagements
Firm admins can bulk-insert templates into multiple engagements:
Go to Admin > Document templates
Right-click on the template and click ➕Insert into engagements
For each engagement you want to insert the template into:
Check the box next to the engagement. You can use the filters to narrow down on the list.
Choose which Documents folder from that engagement to save the template in
Edit an admin report template
Admin report templates can be edited like any other report template. See here for general information on editing report templates: Edit a report template.
Push updated template to active engagements
A benefit to editing admin report templates is that these changes can be pushed out to any existing copies of the template in active engagements.
Go to Admin > Document templates
Right-click on the template and click ➕Update documents copied from this template
Check the box next to each engagement you want to push the updated template into. You can use the filters to narrow down on the engagement list.
Click Update Documents