5. Customising Xtend for your firm

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  This guide walks through how to customise Xtend to suit your firm using Firm Settings.

• Xtend Firm Settings: How to customise query documents

  This FAQ is directed to those tasked with customising firm templates within Xtend ANZ. Adding new groups: A Group is created as a means to categorise queries into relevant areas. To create a new Group, navigate to the top of the Navigation Panel on ...

• Xtend firm settings: Query documents vs. Query Template

  When customising your Xtend firm template, it is important to note the difference between creating a query document versus creating a query template. While they function and look much the same on the firm template level, the key difference is seen on ...

• Cloud Apps Firm Settings Guide

  Firm Settings is the function through which staff with Administrator rights can access CaseWare Cloud apps and customise them, to align with firm workflows and processes. The Firm Settings Guide attached to this FAQ explains what can be customised in ...

• Xtend May 2021 release video

  Please refer to the below video for an overview of what's included in the May 2021 Xtend update: Note: If you DO NOT use a custom firm template, you will not need to action anything. The update will automatically roll out to the default template on ...