Add new template group into folder structure.
Assist Pro + → Templates and Present → Manage Templates → Add New → Add Group
Part of Assist Pro+. Eligible tools can also be selected through Assist Pro’s 30-tool Vault allowance. Check the Vault for availability.
Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.
Browse all toolsOpen the destination workbook or working-paper file before inserting or changing templates. On Assist Pro + › Templates and Present › Manage Templates › Add New, choose Add Group to add new template group into folder structure. Complete the required dates, figures, references and sign-offs after inserting the template.
Useful when preparing standard reports or audit workpapers and you need to add new template group into folder structure.
Reuses established workbook designs when you need to add new template group into folder structure.
Reuses standard workpaper formats and audit documentation by helping add new template group into folder structure.