Delete a Briefing Template

Use Document Templates in the Folders, Reports, & Documents submodule in the Settings module to delete briefing templates that you previously created.

To use Document Templates, you must have access to Settings as defined in User Access Rights under Settings.

To delete a briefing template:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBooksystem, use the drop-down list above the left pane of the Settings page to select the Company that contains the briefing template that you want to delete.
3. In the left pane of the Settings page, click Folders, Reports & Documents > Document Templates.
4. Click the List tab .
5. In the grid, highlight a briefing template.
6. On the grid toolbar, click Delete .
7. When prompted for confirmation, click Delete.