Adding an Existing Template to a Starter/Product

Existing templates can be added to multiple products or other sections within a product. 


Note: These changes can only be done at a firm level.


To add an existing template, navigate to the templates section of the smart workpapers website from the left-hand menu.  If the template is an existing Smart Suite template download the template required and re-upload it at a firm level. 


For instructions on how to upload a worksheet template see the knowledge article - Uploading a Customised Worksheet.


Option One - Product Level

Once the new template has been uploaded/re-uploaded navigate to the templates section of the website and select the product which you would like to add the template to and select 'Add Existing Template to this Product'.


A pop-up box will appear as shown below. Select the product that the template you would like to use is attached to - Search for the template or choose it from the list. 

At the bottom of the pop-up, select the section to allocate the template to in the new product. 


Note: To allocate the template to multiple sections or products you will need to repeat this process.



Option Two - Template Level

Once the template has been uploaded navigate to the templates section of the website and search and find the template and select 'Edit'.



Scroll to the bottom of the template edit screen and locate the 'Associated Products' section.


Note: By ticking 'Show this workpaper in all sections for linked products' the workpaper will appear in every section for the products listed in the product column regardless of the section assigned - This is useful for templates such as 'Spare Worksheet - blank'.


Select 'Add to Section' and the following pop-up will be displayed:

Select the product and section the template is to be added to.


Note: To allocate the template to multiple sections or products you will need to repeat this process.



HowNow Customisation Service

If you would like customisations made to your firm's workpapers, but don't feel confident doing them yourself, please refer to Business Fitness Customisation Service for more information on our team making the changes for you.

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