Delete Document Templates from Your Account – Proof Help Center
Admins, team members, and NSTs can permanently delete one or more document templates from their account via Tools > Document templates by selecting the templates, ensuring they are not used in active EasyLinks (or reassigning/deactivating them), clicking Delete, and confirming the action, after which a "Template deleted" confirmation appears, but deleted templates cannot be recovered.
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.
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.
Delete Business Document Templates
To delete one or more document templates, follow these steps:
- 1.Click Tools from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- 2.Select Document templates.
- 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.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.Click Delete again in the confirmation pop-up.
A "Template deleted" confirmation appears at the top of the page when the deletion is complete.
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.
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.
Related
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Business Document Templates Overview – Proof Help Center
Business document templates in Proof automate the creation of standardized forms by auto-populating signer information, can only be created or edited by admins, team members, and tech support users, while any user with transaction-sending permissions can apply them, with features like template matching and EasyLinks further streamlining document processing.
Import Business Document Templates – Proof Help Center
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EasyLinks is a no-code tool that enables teams to quickly create and manage custom shortlinks for streamlined identity verification, document templating, signer uploads, and automated digital authorization workflows, with all completed transactions accessible within the Proof Business account to enhance security and efficiency.
Product Spotlight: EasyLinks by Proof
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Edit Your Existing EasyLinks
This guide instructs organizations and Notary-Sourced Transaction Notaries (NSTs) on how to edit existing EasyLinks in their Proof account by navigating to Tools > EasyLinks, using the edit option accessed via the three vertical dots, and then changing the EasyLink’s name, selecting a different document template, or updating the payment options before saving the changes.