Overview:
This guide explains how to change the record type in Active Workpapers, whether you're creating a new template or editing an existing one, and how to switch between worksheet, checklist, or document placeholder.
Steps to Change the Record Type:
1. Open the Record Template:
- Go to Workpapers Admin > Record Templates and either create a new template or open an existing one to edit.
2. Check Availability:
- In the Available to section, ensure that only Active Workpapers is ticked and Smart Workpapers is unticked (as shown below).
3. Uncheck "Attach Worksheet to Record":
- Scroll to the Worksheet section and uncheck the option "Attach worksheet to record" (as shown below).
4. Change the Record Type:
- Go back to the Record Type field and select the desired type (e.g., Standalone, Checklist, Document Placeholder).
5. Save the Template:
- Click Save or Add to confirm the changes.