Generating Shared Templates

• Related Articles

• Sharing report templates with SMSF Sorted clients

  How to Share Report Templates with SMSF Sorted Clients. To share the Report Templates generated via MS Word with connected firms, follow the steps given below. Note:- Only templates created using the MS Office plugin will be able to be shared to new ...

• How to share Legacy Templates with connected firms?

  1. On Dashboard, go to Admin > Report Templates > Legacy Template 2. Click on "Create Template" 3. Please fill in all the required fields and create the template. Important - Make sure to select " Pre Audit Template" if the user needs to share the ...

• Release 5.0

  Release 5.0 Release 5.0 delivers new integration with Microsoft Office via a direct plugin, some much anticipated improved editing options for Audit Templates via MS Word and enhanced integration with our SMSF Sorted product. Microsoft Office ...

• Template sharing from auditors using Cloudoffis Auditomation

  Overview Many Cloudoffis auditors choose to share their Audit Engagement and Trustee Representation letters with accounting firms. Prior to the SMSF Sorted 3.0 & Auditomation 5.0 releases, this was only available to firms connected to the auditor via ...

• 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 ...