Deleting Document Templates

To ensure that your document management stays organized and efficient, follow the steps below for smooth and hassle-free template deletion. Whether you’re looking to eliminate outdated templates or simply simplify your template collection, this guide will provide you with the necessary insights to achieve a cleaner and more streamlined document template library.

Let’s dive in!
Go to the Settings.

dashboard

Click on the Documents.
Go on to the Document Templates.

document template

If you wish to delete some individual document templates, choose Templates by clicking on it.

template

You can find the templates by searching their name in the search bar.

search

To delete it, simply click on the Recycle Bin icon.

Recycle Bin

Then if you are sure of deleting it, click on the Yes button.

delete document

If you want to delete a set of document templates, choose Sets.

sets

Click on the Actions drop down. Select delete category.

action

If you are confident in deleting in, go ahead and click on the Yes button.

delete category