Removing unused templates

Owned by Support (Unlicensed)
Sept 20, 2019
1 min read

If you no longer want a document template to show, you can disable that template and remove from view. To do so, use the following instructions:

Instructions

 

  1. In Administration, select Records

  2. Select the ‘Core’ zone

  3. Select the ‘Microsoft Office Template’ table.

  4. You will see a list of all document templates that are currently available in the application. Click on ‘Edit’ next to a document template you wish to remove

  5. Click on ‘Disable Microsoft Office Template’. This will disable it and remove it from view. If you choose to enable it again, you are able to do so from the same ‘Microsoft Office Template’ table.