Now that your entities are in Cimplico Workpapers, let's group them!
If you would prefer groups to be added on-demand by staff as they're needed instead, we cover adding groups in more detail in Creating Groups.
Bulk import
From the Groups tab, click the New Group action button.
You will then see the below screen where you can select your import method. Tick Yes to the import bulk question.
The bulk import accepts a CSV file, for which we provide a template. You can access this template via the Download Template button.
💡 Note
Pay attention to the requirements listed above the Download Template button to ensure a smooth import.
The bulk group import works differently from the other bulk imports. We provide 3 columns by default for entities to be added; however, if a group has more than 3 entities you will need to add more columns titled Entity for each additional entity.
Once you've filled in the CSV, simply drag-and-drop it onto the Upload filled-in template (.csv) drop zone. You will be notified of any errors at this point also. Once the import is accepted, you can then click the Create Groups action button.
Now you have your groups in Cimplico Workpapers, we can look at configuring your firm's procedure and checklist templates!