The basics

Welcome to The Basics course! 🎓

Follow along with the lessons to understand the basics of Cimplico Workpapers, which covers getting your account setup, navigating the firm, creating entities, creating groups, and creating workpapers!

As a primer, it's encouraged you watch our quick video, summarising the concepts of Groups, Entities, and Templates.

When you're done with that, you can check out the first lesson of the basics course.