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Can I change the procedure and checklist templates on a workpaper?
Can I change the procedure and checklist templates on a workpaper?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over 3 weeks ago

Yes, you can change the procedure or checklist templates on an open workpaper.

To do this:

  1. Open the workpaper.

  2. Navigate to the Settings on the left sidebar.

  3. Select the Details tab.

  4. Scroll down to the Procedure Template or Checklist Template section.

  5. Choose the new template from the dropdown menu.

  6. Click Save to apply the changes.

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