Creating Report Templates via MS plugin

Creating Report Templates via MS plugin

To get through knowledge of how to use MS Word for creating and sharing Report Templates, refer below steps.
Note:- You must have to complete MS Office Plugin process to process forward. To know more about MS Office Plugin, click here.

How to Create a New Template

Step 1:- Login to the portal and then click on Admin>Report Templates.



























Step 2:- From the Report Templates page, click on Create Templates.


Step 3:- From the appearing slider, fill the required details. Once done, hit Create.
Note:- Template Name, Template Type, Select Type, Auditor Name and Year End are compulsory to be filled or else the Create button which is disabled initially wont be enabled. One additional column of Select Template Clone is required if you are cloning any existing template. 

Note:- If you click on the checkbox next to Signature Required, it will show Yes in Sign Required column of Report Templates. It is just an informative feature.

You can also add Tags for your template.
Note:- These tags will help you to locate any specific template quickly in case you have a large number of templates.

Step 4:- You will now receive a confirmation pop-up at the bottom right corner of your screen.


Step 5:- To edit and add content into the new created Report Template, click on MS Office icon. 


Step 6:- A blank template will now be downloaded and you can click open it to edit and add content using MS Word.

Step 7:- You can now design the template from the very beginning or you can copy and paste the content from any other word document that you have already created.

Note:- You can also clone an existing template, although only the templates that are created using MS Word can be cloned. The newly created templates will be completely empty and will show a blank document when opened.

How to add Placeholders

To add Placeholders to the Report Template for auto filling the information like Fund Name, Year End, etc, refer the following steps.
Step 1:- Open the document in MS Word and lace the cursor where you want to add the Placeholder.
Step 2:- Click on Cloudoffis menu in word and click on the Placeholder icon.
Step 3:- A list will now open up with all the Placeholders. You can click and select them and they will be placed where your cursor is.



To know more about how to share Pre-Audit Reports click here.
To know more about how to share Post-Audit Reports click here.

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