Delivery methods, which are set up for the firm in Lists , are the ways that the firm presents its final work products. For example, you can specify an express carrier as a delivery method for business returns or electronic filing as a method for individual returns. You can manage the delivery methods selected for a templates using the procedures below.
From Dashboard . Open Dashboard , click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream .In Workstream . Click Templates in the Manage group on the Manage ribbon.Select a project template, and then clickOpen from the menu.
Click Delivery Methods on the navigation panel.
Click Firm Delivery Methods on the button bar. You can also right-click the grid and select Firm Delivery Methods from the menu.
In the top grid, select the delivery methods to add to the template, and then click
Note : If you have appropriate rights, the Add Delivery Methods and Edit Delivery Methods buttons display at the bottom of the window. You can use these buttons to add or edit delivery methods for your firm.
Click OK .
If needed, enter any additional delivery instructions in the Instructions text box.
If needed, change the order of delivery methods in the list by right-clicking a delivery method and
Click Save .
From Dashboard . Open Dashboard , click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream .In Workstream . Click Templates in the Manage group on the Manage ribbon.Select a project template, and then clickOpen from the menu.
Click Delivery Methods on the navigation panel.
Select the delivery method you want to remove from the template.
Click Remove on the button bar.
Click Remove to confirm the removal.
Click Save .
Add a delivery method to a template
. You can also right-click and select Open from the menu.
. You can add all of the listed delivery methods by clicking 
.