Overview: Whether you're creating a new template or editing an existing one, you are able to change the record type being a worksheet, checklist, or document placeholder.
Please refer to the Glossary for definitions of key terms used in this article.
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.