Cimplico

Files Explained

Browsing the file system

Adding files, links, and references

Working with Excel and other external spreadsheets in Cimplico Workpapers

Marco Fiumara

Hannah Olsson

Files

Bulk-referencing files

Changing a file reference to an original

Deleting a file

Downloading a file

Duplicating a file

Finding an original file

Moving a file

Renaming a file

Replacing a file (or Replacing and Checking-in)

Checking-in a file

File Actions

Can I bring files forward from previous workpapers?

Can I create folders in the file system?

Can I link files from other document management systems?

Can I reference files between entities within a group?

What does ‘Rename all references of this file record’ do?

Where do I save permanent files?

Why can’t I preview a file in a worksheet?

Frequently Asked Questions (FAQs)

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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