How do I delete a Document (Template)?

You can find the Template you’d like to delete in a few different ways.
One is by entering the Template name, or part of name in the search bar, then hit the “Enter” key on your keyboard. You’ll then see a list of Templates and any other record types that meet that criteria.
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Note: You do have the option to set which type of records you’d like to search within by clicking the “Magnifying Glass”:
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You can also find the template on the “Template” page.
Click on the “Template” top navigation option.
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From your search results, you can then edit the record by hovering over the Template name and clicking “Edit”:
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Or by clicking on the Template name and clicking the edit button at the top of the page:
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Confirm that you’d like to delete the Template:
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Apr 27th, 2016

Category: Documentation

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