Deleting a Template

A process template with a Draft state can be deleted.

  1. Select Process Templates under General Settings in the left pane.

  2. Select one of the following to delete a template:
    • On the Process Template grid, select for a template with a Draft state and select Delete. Select Delete.

    • Open a template on the Process Templates grid. Select and Delete. Select Save to save the export in your downloads folder or select Save As and locate a folder to contain the export.