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Can an entity be assigned to multiple groups?

Hannah Olsson avatar
Written by Hannah Olsson
Updated over 10 months ago

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

💡 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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