Entity and Group Management
Learn how to set up and manage entities and groups in Cimplico Workpapers. We’ll cover different methods depending on your app stack, as well as ongoing management.
CourseBy Hannah Olsson
Firm Templates and Standards
Discover how to customise your firm’s content by setting up and managing templates. Explore Procedures, Checklists, and Other Schedule Templates, and see how they interact in workpapers.
CourseBy Hannah Olsson
Getting Started
Get comfortable navigating Cimplico Workpapers. Learn about our story, our goals, and the core features that will help your firm work more efficiently.
CourseBy Hannah Olsson
Workpapers - Creation to Completion
Follow the complete lifecycle of a workpaper, from creation through to review and close. Explore all the key features, entries, and tools you’ll use day-to-day.
CourseBy Hannah Olsson
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