When creating a custom template for your firm, there is also the feature to create custom statuses. This can be done via 2 areas within the firm template portal.

Area 1 - Main Page Menu

If you move your cursor over a specific template and navigate to the right-hand side, youll see 3 dots appear. By clicking on those 3 dots youll be met by 2 options:

1. Edit Statuses 
2. Edit Sign Offs

Note: Any changes made here will also be reflected in your created custom template. 

Upon clicking Edit statuses, you'll be met with the Edit statuses tab. From there, you can create custom statuses. 

If you're customising a new template, youll again youll be met by 2 options:

1. You can either create completely new statuses by simply typing the name into the 'Enter a status title' box
2. Or you can click the import button and it will create a selection of "out of the box" custom statuses

Once youve finished creating or editing your custom statuses, simply click close for them to be active.

Area 2 - Within The Firm Template

Whilst creating a custom template, click on the 'My Templates' dropdown menu within the workpaper index 

Upon clicking Edit statuses, you'll be met with the Edit statuses tab. From there, you can create custom statuses. 

Again If you're customising a new template, youll again youll be met by 2 options:

1. You can either create completely new statuses by simply typing the name into the 'Enter a status title' box 
2. Or you can click the import button and it will create a selection of "out of the box" custom statuses 

Edit Statuses tab Key

- 3 Lines - Allows you to move the statuses around via drag and drop;
- Pencil Icon - This allows you to edit the name of existing statuses
- Bin - Allows you to delete an existing Sign-Off. 
- 'Enter a status title' box - Create an additional status