Access HandiLedger allows you to create and edit sets of templates for various entity types. This will save you time and make the selection of entity-related Workpapers more refined and controlled.
Create a template
Log in to HandiLedger.
Go to Workpapers, Workpaper Templates.
In the Workpaper Templates window, click New and select the entity type for which the template is intended.
In the Use column, select the checkboxes of the Workpapers standard forms to attach to the template.
Click Save and then Close.
In the Workpaper Templates window, the template can be set as the default for all the same entity types by selecting the check box in the Default column.
Click Save and Close to complete.