Cimplico

Assigning entities to groups in Cimplico Workpapers allows you to better organise and manage related clients or structures. There are multiple ways to add entities to a group, depending on your workflow and what’s most convenient at the time. ​

Option 1: Add entities from the firm entity list

This method is ideal for bulk assignments or when you need to search, sort, or filter to find the entities before assigning them.

Navigate to the Entities list from the main header.

Use the checkboxes to select the entities you want to assign to a group, utilising searching, sorting and filtering where necessary.

Click Assign to Group and select the appropriate group from the dropdown.

Confirm your selection by selecting Assign

1. Navigate to the Entities list from the main header.
2. Use the checkboxes to select the entities you want to assign to a group, utilising searching, sorting and filtering where necessary.
3. Click Assign to Group and select the appropriate group from the dropdown.
4. Confirm your selection by selecting Assign

Assigning multiple entities to a group in one go.

Leveraging search, sorting, or filtering tools to find specific entities.

- Assigning multiple entities to a group in one go.
- Leveraging search, sorting, or filtering tools to find specific entities.

Option 2: Add an Entity via the Entity’s Settings

This method is helpful if you’re already working on an entity’s details screen.

Go to the Entity’s Settings page.

In the Details section, locate the Group field and select the desired group from the dropdown.

1. Go to the Entity’s Settings page.
2. In the Details section, locate the Group field and select the desired group from the dropdown.
3. Click Save to update the entity.

You’re already viewing or editing an entity’s details.

Making quick updates to individual entities.

- You’re already viewing or editing an entity’s details.
- Making quick updates to individual entities.

Option 3: Add or Remove Entities from the Group’s Screen

This method is useful if you’re on the group’s page and want to quickly manage multiple entities within that group.

Navigate to the Group’s Screen and click Edit Details.

Add entities to the group by selecting them from the available list.

Remove entities by selecting the cross as needed.

Save your changes to update the group.

1. Navigate to the Group’s Screen and click Edit Details.
2. Add entities to the group by selecting them from the available list.
3. Remove entities by selecting the cross as needed.
4. Save your changes to update the group.

You’re already working within the group’s page.

You need to quickly add or remove multiple entities from the group.

- You’re already working within the group’s page.
- You need to quickly add or remove multiple entities from the group.

💡 Tips for Managing Groups Effectively:

- Use the Firm Entity List: For bulk assignments, take advantage of the filtering and sorting tools to save time.
- Manage Directly from Groups: If you’re already reviewing a group, use the group’s screen for quick edits.

Option 1: Add entities from the firm entity list

Steps

When to Use

Option 2: Add an Entity via the Entity’s Settings

Steps

When to Use

Option 3: Add or Remove Entities from the Group’s Screen

Steps

When to Use