Syncing a procedure template to open workpapers allows updates to be applied across all workpapers currently in progress. While this can be a powerful tool, it must be used with caution to avoid unintended changes.
⚠️ Warning: By syncing the template to open workpapers, you may revert the status of procedures and alter the job’s progress. Carefully consider the impacts before proceeding.
ℹ️ Note: Only Administrators and Managers can sync checklist templates to open workpapers.
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 Sync
Locate the procedure template you want to sync to open workpapers in the list.
Step 3: Sync to Open Workpapers
Click the Sync to Open Workpapers option next to the selected template.
Step 4: Confirm Your Choice
A confirmation message will appear. Review the warning carefully, then select Sync to proceed with the sync.