Getting Started
7 articles
Trial checklist (Active Workpapers)To assist trial users in navigating the Active Platform through the trial.
Quick start video (Active Workpapers)To assist users in navigating and using Active Workpapers.
Best practice guide for admin users (Active Workpapers)To assist admin users in customising Active Workpapers.
Linking your Microsoft accountTo assist users in navigating the Active Platform to link their Microsoft account.
Best practice guide for users (Active Workpapers)To assist users in how to best prepare a job in Active Workpapers.
Getting started guide (Active Workpapers)To assist users in how to start a standard compliance job.
How to install the Active Workpapers add-inTo assist users in installing the Microsoft Excel add-in from Microsoft AppSource for use within Active Workpapers.