8 articles
Trial checklist (Active Workpapers)To assist trial users in navigating the Active Platform through the trial.
Quick start video (Active Workpapers)This Quick Start Guide video provides a step-by-step introduction to using Active Workpapers
Best practice guide for admin users (Active Workpapers)To assist admin users in navigating the Active Platform to customise Active Workpapers.
Glossary of key terms (Active Workpapers)Allow users to reference and understand key terms used in help articles
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 navigating the Active Platform on how to prepare a job in Active Workpapers
Getting started guide (Active Workpapers)To assist users in navigating the Active Platform and Active Workpapers to start a standard compliance job.
How to install the Active Workpapers add-inTo assist users with installing the Microsoft Excel add-in from Microsoft AppSource for use with Active Workpapers.