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Can I bulk-review default worksheets?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week ago

Yes, you can bulk-review default worksheets in Cimplico Workpapers. This feature allows you to streamline the review process for multiple accounts.

How to bulk-review worksheets

  1. Select accounts:

    • Use the checkboxes to the left of each account to select specific worksheets.

    • Alternatively, click the checkbox at the header to select all accounts listed below it.

  2. Initiate the bulk review:

    • A Review box will appear once you’ve selected worksheets.

    • Click Review and confirm from the pop-up box.

ℹ️ Notes: If any accounts selected don't have Awaiting Review status, they won’t be included in the bulk review. For example, if you select 5 accounts and 1 is still in progress, only the 4 that are Awaiting Review will be reviewed.

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