Templates & Practice Standards
Create, edit, import, and sync procedure and checklist templates for your firm
Procedure Templates
Create, import, edit, and manage procedure templates
Procedures Explained
Creating a new procedure template
Editing a procedure template
Setting a procedure template as default
Syncing a procedure template to open workpapers
Checklist Templates
Create, import, edit, and manage checklist templates and map report codes
Checklists Explained
Creating a new checklist template
Editing a checklist template
Setting a checklist template as default
Syncing a checklist template to open workpapers
Frequently Asked Questions (FAQs)
FAQs relating to procedures and checklists
Does Cimplico Workpapers have templates for different job types?
How do checklists work for Other Schedules?
What are the best practices for managing firm checklists and procedures?
What does a procedure look like?
What does a checklist item look like?
What is the difference between a procedure and checklist?
Why isn't my checklist item showing up on a worksheet?
What are some ways I can use Other Schedule templates?