Each template in the manage templates module can either be set as:
|Draft||This is the status of the template which should be used when the template is in development / being customised for your firm. Templates set as draft are not able to be accessed from the Create New Engagement File menu.|
|Released||Released templates are templates which have been finalised and are ready for use by the firm. Setting a template to released will make it accessible from the Create New Engagement File menu.|
|Archived||Archived templates are no longer able to be accessed from the Create New Engagement File menu but remain in the template library for later use if required.|
To change the status of a template, simply:
Ensure you are in the Manage Templates module;
Locate the template which you want to change the status of;
From the dropdown menu, select the appropriate status for the template.