This article describes the process for deleting documents from Template Setup. Document templates should only be removed from the Template Setup in Neos, to avoid any issues during document assembly.
NOTE: You must have Delete permissions to Directories > Templates to delete templates.
To delete a template:
Navigate to Settings from the left navigation pane and then click the Templates button from the Directory Editors section.
Hover over the desired template and click the delete icon
on the far right of the grid item.
Confirm your selection on the Document Deletion window.
Click the Yes button to delete the template from the Template Setup. The item can no longer be used in Document Generation and will be disassociated from the corresponding Primary or Auxiliary Checklist item, however, the template will remain in your firm's SharePoint.
Click the No button to abort the deletion.
4. A success message will display when the template has been deleted.
