Assist Pro+ / Templates and Present

Rename Group

Renames template group folder.

Where to find it

Follow the ribbon path.

Assist Pro + → Templates and Present → Manage Templates → Edit → Rename 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.

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Practical guidance

Use this tool in your workflow.

How to use

Open the destination workbook or working-paper file before inserting or changing templates. On Assist Pro + › Templates and Present › Manage Templates › Edit, choose Rename Group to renames template group folder. Complete the required dates, figures, references and sign-offs after inserting the template.

Best use case

Useful when preparing standard reports or audit workpapers and you need to renames template group folder.

Everyday Excel

Reuses established workbook designs when you need to renames template group folder.

Accounting and audit

Reuses standard workpaper formats and audit documentation by helping renames template group folder.