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Can an entity be assigned to multiple groups?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over 2 months ago

No, an entity cannot be assigned to multiple groups in Cimplico Workpapers. Each entity can only belong to a single group.

πŸ’‘ Tip: If you need more flexibility, consider setting up your groups at the highest level (i.e. the broadest group)

To filter the workpapers and only show a specific sub-group of entities within a group:

  1. Go to the Workpapers tab within the group.

  2. Use the Entities filter to narrow down the list of workpapers for a particular set of entities.

This approach allows you to organise at a high level while still being able to drill down into more specific subsets when needed.

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