To access the Firm templates, simply:
- Ensure you are on the application Dashboard;
- On the top navigation bar, click on the Dashboard drop-down arrow and select Manage Templates;
- You will then be taken to the Manage Templates module.
- From here, you can navigate to the 'Status Profiles' tab by simply clicking on the heading status profiles
-
If you're creating a new profile, youll be met by the following screen
Creating A Profile
To create a profile, you simply need to type the name of the profile into the 'Profile Name' box and click create
Upon doing so, the page will appear as follows
From here If you move your cursor over a specific profile and navigate to the right-hand side, youll see 3 dots appear. By clicking on those 3 dots youll be met by 4 options:
- Edit Statuses - This allows you to create your profiles' statuses. For more information, click here.
- Edit Sign Offs - This allows you to create your profiles' sign-off's. For more information, click here.
-
Archive - This allows you to archive any profiles,
- Note: Any archived profiles can be seen by clicking the show archived profiles checkbox at the top of the page
- Delete - This allows you to delete any profiles
Note: Any profiles that have been allocated to an Industry Template cannot be archived or deleted. For more information on Industry Templates, click here.
Comments
0 comments
Please sign in to leave a comment.