Article Objective: To provide an implementation and training guide for Active Workpapers for firms with between 1 and 10 users.

Context: By the end of this guide, you will be able to successfully configure various systems and users, and direct users to the appropriate training guides.

Implementation

Steps to be completed by the firms Active Owner or Admin user

System configuration

Owner/Admin user within the firm to log into the Active Platform: Click here
Establish a connection to Xero Practice Manager following the integration article: Click here
Note: For firms not on Xero Practice Manager that have purchased a practice management system integration (i.e. MYOB or APS), please reach out to your Account Manager to discuss next steps.
Establish a connection to FYI Docs (if applicable) following the integration article: Click here
For AU users ONLY: Establish your tax agent connection to the ATO within Active following the administrator article: Click here
If the Owner/Admin user wishes to customise the Active Platform to ensure a standardised solution is developed for the firm, please refer to the below material:

Resource	Summary	Reference
Training Centre	This is a free, self-paced learning course to assist Owners/Admin users with understanding how to use the Admin Centre within Active Workpapers to customise the firms Platform.	Click here
Support Centre	This site assists Owners/Admin users with providing step-by-step guides in relation to the customisation of the firms Platform.	Click here

User configuration

Navigate to the Admin Centre and license users appropriately to Active Workpapers following the administrator article: Click here
For users who have not taken part in your firms trial of Active Workpapers, please ensure that they have installed the Excel add-in. This will allow users to use the product in both the web, and Excel. To install the add-in for Active Workpapers, click here.

Training

Refer to the below table for the various training materials available. It is recommended that users view these materials in order as shown in the table.

Note: The table can be copied and pasted into an email to be sent to users.

Resource	Summary	Reference
Quick start video	This video gives users a brief overview of Active Workpapers.	Click here
Training Centre	This is a free, self-paced learning course for users to assist with their understanding of how to use Active Workpapers.	Click here
Getting started guide	This guides assist users with navigating Active Workpapers to start a standard compliance job.	Click here
Support Centre	This site assists users with providing step-by-step guides in relation to various topics including: Getting started User guides Advanced user guides Automation features Binders & templates Administrator guides (for Admin users ONLY) Troubleshooting guides; and Educational webinars The Support Centre is useful for users who are wanting to learn how to use Active Workpapers, as well as for users looking to obtain information regarding specific queries.	Click here

[AU] Implementation and training guide (Active Ledger & Reporting)

[AU] Implementation and training guide (Active Workpapers and Ledger & Reporting)

Trial checklist (Active Workpapers)

Best practice guide for admin users (Active Workpapers) - Original

Best practice guide for users (Active Workpapers)