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 that 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:
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Ensure you are in the Manage Templates module;
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Locate the template which you want to change the status of;
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From the dropdown menu, select the appropriate status for the template.
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