Sharing report templates with SMSF Sorted clients

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 firms.

Step 1:- From Admin menu, select Report Templates.
Step 2:- Click the Share To Firm icon.

Step 3:- You'll now see a list of firms on the appearing screen, from there, select the firms you want to share the Report Templates with. You can select maximum of 20 firms, though you can repeat the same process again as many times as required.
Step 4:- Once done, click on Share.

Step 5:- Once the process is completed, you will receive a confirmation message.

Note:- Now the business admin at accounting firm will receive an email similar to the one shown below. It will outline the reports that have been shared with them and the firm that it has been shared from.


    • Related Articles

    • 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 ...

    • Manage Audit Letters & Auditor Templates

      Introduction Accountants can easily generate Pre and Post Audit Letters using the templates shared by auditors. Follow the steps below to generate Pre & Post Audit Letters and reports in just a few clicks. How to View and Generate Audit Letters Step ...

    • SMSF Sorted release 3.0

      Release Contents This latest release of SMSF Sorted delivers several new features including the ability to receive Audit Engagement & Trustee Representation letter templates from audit firms using our Cloudoffis Auditomation product, along with new ...

    • 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 ...

    • 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 ...