TemplatesSet something up once and reuse it. An engagement template carries the document checklist and much more besides — and it is one of six kinds of template your firm can build.The document checklistEvery engagement is a list of documents you are asking for. Here is how to shape that list before and after you send it.Proposals and acceptanceSome work should not start until the client has said yes. A proposal holds the whole engagement at the door, and their acceptance is what releases it.Stages on existing workflowsExisting records can retain saved workflow stages, from document collection to completion. Learn what these stored stages mean without using the retired workflow editor.Statuses and stagesTwo different ideas that look similar. The status is what has happened to an engagement's life. The stage is where the work has got to.Work that repeatsMonthly bookkeeping, quarterly filings, an annual return — set the rhythm once and Vylan creates the next one when it is due, with the same checklist and the same flow.Completing and archivingHow to close a finished engagement, what completing actually stops, and the difference between archiving and deleting.Deleting and restoringDeleting is reversible for 30 days, then it is permanent and takes the files with it. Here is exactly what happens and when.