Includes navigation links and user settings
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.
Course•By Hannah Olsson
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.
Get comfortable navigating Cimplico Workpapers. Learn about our story, our goals, and the core features that will help your firm work more efficiently.
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.
