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Copying checklists into the client files

The process for copying in the Jazzit Programs and Checklists into the Firm’s Master files will be the same process as copying from the Firm Master file to the client file. If the Firm Master File is being used the Jazzit Administrator should add the Jazzit Checklist templates to the Firm Master File otherwise Checklists should be copied from the Jazzit Checklist Master file.
In this example we will be copying the Jazzit Programs and Checklists from the Jazzit Checklist Master (i.e. PEG Audit Master) to a client file. Note that you can substitute the Jazzit Checklist Master file with a Firm Master file if the checklists have been copied to the Firm Master file.