To access the Firm templates, simply:

1. Ensure you are on the application Dashboard.
     
2. On the top navigation bar, click on the Dashboard drop-down arrow and select Manage Templates.
   
3. You will then be taken to the Manage Templates module.
4. From here, you can navigate to the 'Industry Template' Tab by simply clicking on the heading Industry Template

On this page, you’ll see all of your active subscriptions along with their release dates. This is also where you can assign your profiles to an Industry Template.

Allocating A Profile

While on the Industry Template tab, you can assign your profile, created within the Profile Statuses tab, to an active subscription.

Note: For more information on Profile Statuses, click here.

To assign a profile, simply find the subscription you want and allocate the appropriate profile to it.

Once a profile has been allocated, any file created under that subscription will automatically include the assigned custom statuses and sign-offs, for example:

The Status 

The Allocation

The File