Activating/Deactivating Workpaper Templates

Activating/Deactivating Workpaper Templates

Introduction

Activating or deactivating workpaper templates can help you narrow down and use only relevant templates. This article provides a step-by-step guide on how to activate or deactivate workpaper templates efficiently.

How to Activate/Deactivate Workpaper Templates

Step 1: Login to Workpapers Sorted and click on Settings > Workpaper Templates.


Step 2: Under the Status column, there will be a toggle click on which you can deactivate any of the available Workpaper Templates.


Step 3: You will receive a confirmation toast message at the bottom of your screen.

workpaper-deactivated-successfully

Step 4: You can follow the same process to Activate the Workpaper Template.


By following these steps, you can easily activate or deactivate work paper templates within Workpapers Sorted.

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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