Delete Document Templates from Your Account – Proof Help Center

The short answer: Admins, team members, and NSTs can delete one or more document templates from their account. Deleted templates cannot be recovered, so confirm you want to permanently remove a template before proceeding.

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Before You Delete

Keep the following in mind before deleting a document template:

• ​Deleted document templates cannot be recovered. Before deleting, confirm you want to permanently remove the template. If the source document was updated, you can replace a prepared document instead.
• ​If the template is used in an EasyLink, you must choose a new template for that EasyLink or deactivate it before the template can be deleted.

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Delete Business Document Templates

To delete one or more document templates, follow these steps:

1. 1.Click Tools from the navigation panel on the left.
   • ​If you don't see the panel, click the caret to expand it.
2. 2.Select Document templates.
3. 3.Check the box next to each template you'd like to delete.
   • ​Check the box at the top of the list to select all templates at once.
4. 4.Click Delete from the menu bar above the list of templates.
   • ​The menu bar does not appear until at least one template is selected.
5. 5.Click Delete again in the confirmation pop-up.

A "Template deleted" confirmation appears at the top of the page when the deletion is complete.

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Summary Checklist

• ​Confirmed the template isn't used in an active EasyLink (or deactivated/reassigned it).
• ​Selected the template(s) to delete from Tools > Document templates.
• ​Clicked Delete in the menu bar and confirmed in the pop-up.
• ​Saw the "Template deleted" confirmation at the top of the page.

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If you are still unsure, the support team is available to help. You can submit a support request or chat with support from any page in the app.