00:00:00.000 — Find the firm’s shared settings
Click Settings to review the firm’s shared configuration. General shows the firm details, current plan, assistant access, and daily task digest preference. Use the tabs to reach rates, integrations, templates, and team settings. Available controls depend on your role.

00:00:19.000 — Read the filename template and tokens
Click Templates to review the file naming pattern. The Rename template uses tokens for values such as the taxpayer’s last name, first initial, year, and document type. Read the available tokens before changing a pattern, then use the preview to test sample values.

00:00:40.000 — Test the pattern with sample values
Click Generate preview with your sample values entered. This example uses Jordan Lee, a T four document, and Demo Employer. The resulting filename appears beside the button. Check its order and readability before saving any naming change. Generating a preview leaves the saved pattern unchanged.

00:01:02.000 — Locate engagement letter templates
Engagement letter templates appears below the filename controls. The existing default shows merge fields for the year and client name. Use this section to find the firm’s starting letters, and review their text and merge fields before using them with a client.

00:01:23.000 — Open the document request templates
Click Document templates to review reusable document request checklists. The page lists built-in and custom templates, with their request counts. Choose a template that fits the service, or create one with the documents your team needs for a repeatable review.

00:01:43.000 — Describe a clear checklist item
Click New template and name it Quarter-end review documents. Add a short template description. For the request, enter Quarter-end bank statements, choose Bank Statement, and explain which accounts, period, and pages the client should upload. Keep Required for completeness checked when the file is necessary for this checklist.

00:02:06.000 — Save and confirm the custom checklist
Click Create template after reviewing the checklist. The saved Quarter-end review documents template appears with a Custom badge and one document request. Use Add another request item before saving when your checklist needs more documents. This example saves only the single required bank-statement request.

00:02:28.000 — Review the assistant’s permission modes
Click Customize with artificial intelligence to open practice customization. Open the permission menu at the top right. Read-only proposes changes. Ask first lets you choose when to apply or save a proposal. Auto-apply applies valid changes immediately and is limited to owners and administrators.

00:02:50.000 — Choose Read-only for an initial discussion
Click Read-only to discuss a possible change without applying it. Confirm that the permission button now says Read-only. Choose the mode that matches your intended level of control before writing a request, especially when it concerns shared fields, statuses, or workflows.

00:03:10.000 — Write a specific example request
Write a specific request. This example asks for a client field to record Canada Revenue Agency authorization, including the field type and how staff would use it. The prompt remains unsent here, so no proposal or change has been generated. Return to the earlier lessons for the daily workflows your team uses.