Follow the instructions link below to connect your templates to the Resource Centre. The procedure is different depending on which Resource Centre is required.
PEG Checklists Resource Centre (PEG Review(or Audit) KLIB): Open the PEG Document Control and set the RC location to either PEG Review (or Audit) KLIB.
PACT Checklists Resource Centre (PACT Compilation KLIB): Open the PACT Document Control and set the RC location to PACT Compilation KLIB.
Identifying the Resource Centre required
You can identify which Resource Centre is required by checking the Document Settings tab, the 'chain' button, or Home menu > Admin and looking under the Resource Centre type field.
Document Settings tab
The 'chain' button
Home menu > Admin (Financial Statements only)
Do not connect to the Resource Centre directly from the template by overriding fields in Document settings!! Open the associated Document Control or Financial Statement to connect the appropriate Resource Centre. If the Document control or Financial Statement is not present. Copy it in via Copy Components from an available master file.
If the template is still not connecting despite following the instructions above check the Identifiers on both the Document control/Financial Statement and the template. Identifiers must match in both the Resource Centre and Client file. Check the Client file Identifiers first.
