Delete a Briefing Template

Use the Document Templates submodule to delete briefing templates that you previously created.

To use the Document Templates submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To delete a briefing template:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the briefing template that you want to delete.
3. In the left navigation pane of the Settings screen, 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.