This article explains how to sync a checklist template to open workpapers in Cimplico Workpapers.
ℹ️ Note: Only Administrators and Managers can sync checklist templates to open workpapers.
Steps
Navigate to the header and select Templates, then choose Checklists.
On the Checklists page, select the checklist template you want to sync.
Click Sync to Open Workpapers.
⚠️ Warning: By syncing the template to open workpapers, you may revert the status of checklists and alter the job’s progress. Carefully consider the impacts before proceeding.
Why sync a checklist?
Syncing ensures that any updates or changes made to a checklist template are reflected in open workpapers, helping maintain consistency and accuracy across jobs. This is especially useful for adding new items or correcting errors in an existing template.
💡 Tip: Consider syncing only when necessary and communicate with your team about potential changes to checklist statuses.