Groups in Cimplico Workpapers allow you to organise related entities under a single structure. You can add groups manually, either one at a time or in bulk using a CSV file.
💡 Tip: Ensure you have read the article Choosing the best method to import entities and groups first to ensure this is the best approach for your firm.
ℹ️ Note: Users, Managers, and Administrators all have permission to add groups.
Step 1: Access the groups screen
Navigate to the Groups screen in the system.
Select Add Group in the top-right corner.
Step 2: Choose the import method
For Import Bulk, choose either:
No: To add groups individually.
Yes: To upload groups in bulk via CSV.
Step 3: Enter group details
Adding an individual group
Fill in the following fields:
Group Name: Enter a unique name for the group.
Description: Optionally, add a description to provide context for the group.
Entities: Select existing entities from the dropdown to assign them to this group.
Select Create Group
Adding groups in bulk via CSV
Download the CSV Template
Fill in the Template: Use the table below to understand the required fields
Upload the File: Drag and drop the file into the uploader or click to select the file manually.
Click Create Group to process the file
CSV Requirements
Field | Description |
Group Name * | Enter the group name, with a 50 character limit. |
Description | Enter an optional description, with a 250 character limit. |
Entities | The name of an entity to include in the group. Must match an existing entity in the system. |
+ entities columns | Add one entity per column with the heading Entity. |
Note: Fields marked with an asterisk (*) are mandatory.