Getting Started
9 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.
- Getting started guide (Active Workpapers)To assist users in how to start a standard compliance job.
- How to install the Active Workpapers Excel add-inTo assist users in installing the Microsoft Excel add-in from Microsoft Marketplace for use within 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.
- Best practice guide for admin users (Active Workpapers)To assist admin users in customising Active Workpapers.
- Transitioning from Smart to Active WorkpapersTo assist users in understanding the transition process from Smart Workpapers to Active Workpapers and address common questions.
- How to use the Legacy Smart Workpapers after End of LifeThis article explains how to access and use legacy Smart Workpapers Excel workbooks after the product’s end of life.