This article lists documents available within Unity® Entity Management that can be enabled
Important document templates are available in Unity® Entity Management (UEM).
Your firm has the option to accept these documents individually; however, we recommend accepting all documents.
Before members of your firm can use these documents, they must be enabled in UEM by an administrator user. To do this, follow the steps below:
- In UEM, click Templates.
- Select the Standard Templates tab
- Click the Filter icon.
- Set Template Type to Templates.
- Set Select Search Options to Search by Tags.
- Enter Dye & Durham in the search field.
- Click Apply.
Once enabled for users, the templates will be available for use by your firm.