Archive (Delete) a Template

Contents

• Overview
• Pre-conditions
• Steps

Overview

Find more information on how to archive (delete) a template in Clausematch.

Pre-conditions

• System Level Permission: 'Create Templates', 'System Administration'.
• Document Level Permission: 'Owner'.
• All documents created from a template are archived.

Steps

1. Find the template on the dashboard.
2. Click on the three dot icon on the far right.
   
3. Select Archive.
4. Click Yes.