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.