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Creating a Custom Master Template (Desktop) ​

What it is: The process of copying an existing Draftworx framework, customising it, and making it available as a selectable template for a subset of client files.

What it's for ​

A firm may need a slightly different layout or set of disclosures for certain entity types — for example, a specific industry, trust structure, or internal style guide. Rather than modifying each client file individually, the firm can create a custom master template (framework) that is selected when new client files are created, ensuring consistency across those engagements.

How to do it ​

Step 1 – Copy the framework outside Draftworx ​

  1. From the Client List, select the Information button to view the path to the Templates folder.
  2. Note the path, then close Draftworx.
  3. Open the Templates folder in Windows Explorer and navigate to the Frameworks subfolder.
  4. Copy the framework you want to customise.
  5. Paste the copy into the same Frameworks folder.
  6. Rename the copied framework to a meaningful name.

Step 2 – Customise the framework in Draftworx ​

  1. Open Draftworx and log in with the Manager Password.
  2. On the Client List, select Frameworks and open the newly copied framework.
  3. Open the Annual Financial Statements and make the required customisations.
  4. Save the changes.

Step 3 – Select the custom template for new clients ​

  1. When creating a new client file on the Client List, select the custom framework from the Framework drop-down.

Tip: This method creates a firm-level custom template for a few entities. For a template based on an existing client file, see the Clients section article on copying a client file as a master template.

Source ​

https://draftworx.helpjuice.com/desktop/draftworx-desktop-creating-a-custom-master-template

Walkthrough: https://scribehow.com/viewer/Draftworx_Desktop_Creating_a_Custom_Master_Template__DX147__TerGJxVESWagMJ68dNiAKA