The Admin Bundle covers recommended courses for firm administrators, focusing on firm-level setup and management tasks such as templates, user permissions, and system configurations.
Admin Bundle
Products included in this bundle
3 products in total
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. Length: 20 minutes
Course
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. Length: 35 minutes
Course
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. Length: 15 minutes
Course