Audience: Organizations
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. Read more about business document templates.
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. Log in to your Proof account to get started.
- Click Tools from the navigation panel on the left.
- If you don't see the panel, click the caret to expand it.
- Select Document templates.
- 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.
- Check the box at the top of the list to select all templates at once.
- Click Delete from the menu bar above the list of templates.
- The menu bar does not appear until at least one template is selected.
- 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.
Still Unsure?
Our support team is happy to help. Submit a support request or chat with us from any page in the app.
Updated