Setting a procedure template as default ensures it is automatically applied when creating new workpapers, saving time and maintaining consistency. Follow the steps below to set one as default.
ℹ️ Note: Only administrators and managers can set procedure templates as default.
Step 1: Open the Procedures tab
Go to the Templates section from the main menu and select the Procedures tab to view the available procedure templates.
Step 2: Select the Template to Set as Default
Locate the procedure template you want to set as default in the list and select it.
Step 3: Set as Default
Click the Set as Default option next to the selected template.
Step 4: Confirm Your Choice
A confirmation message will appear. Select Confirm to finalise the change.
ℹ️ Note: The default procedure template will now be automatically applied to new workpapers but can be changed anytime using the dropdown menu during the workpaper setup.