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Active Workpapers Administrator Training
Getting Started
How to use the Active Platform (5:16)
Administrator Training
Introduction (1:03)
How to edit and customise job, record and matter statuses (6:13)
How to add a firm workpaper record template (6:05)
How to customise firmwide binder tolerances (2:16)
How to customise account type matching rules (4:15)
How to customise binder type record rules / recommendations (12:39)
Next Steps
Next steps and how to get help (0:53)
How to edit and customise job, record and matter statuses
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