How To: Save a Word document as a template

There are two ways to create document template, one from outside Engagement and the other from inside.

Outside Engagement:

1. 1. Create the document
   
2. 2. Click File Save As...
   
3. 3. Change the document type to "Document Template" or ".dot"
   
4. 4. Navigate to the appropriate folder
   
5. 5. Change the document name if appropriate
   
6. 6. Click Save
   

Inside Engagement:

1. 1. Create the document as you normally would in Engagement
   
2. 2. In the binder view, right-click on the document and select "Save as Template..." *
   
3. 3. Navigate to the appropriate folder
   
4. 4. Change the document name if appropriate
   
5. 5. Click Save

* You must have specific user rights to create workpaper templates. See your ProSystem fx Engagement administrator if this option is grayed out.

NOTE: Templates should be saved to a network location that can be accessed by all the users. Each user's Engagement install will have to be pointed to this location in order to access the templates easily. Please refer to the Users Manual to change the template location within Engagement.

NOTE 2: If some or all users have laptops and frequently work in the field (not connected to the office network), the network administrator may need to setup a script to push the templates to each laptop so the templates are available to laptop users in the field.