Overview:

This guide explains how to change the record type in Active Workpapers, whether you're creating a new template or editing an existing one, and how to switch between worksheet, checklist, or document placeholder.

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.