Firms can set their own default purpose and conclusion language at the firm level, replacing AuditMiner's default language across all applicable workpapers. This eliminates repetitive manual edits engagement after engagement and keeps language consistent across your firm.
Purpose and conclusion customization is a firm-level setting and applies to all relevant workpapers; it cannot be customized for an individual engagement.
Step 1a: Navigate to "Firm Setup," then select the workpaper you would like to customize
Step 1b: Edit the default purpose and/or conclusion language in the provided text fields.
Step 1c: To revert customized language back to AuditMiner's original default, select "Restore to AuditMiner defaults."
