Delete a Template

There are a two ways to delete a template:

• From the template list page.
• From within the template itself.

Delete from the template list page

1. On the top navigation bar click the Vertafore logo and select Marketing. The Marketing work are appears on the navigation bar.
2. On the top navigation bar click on Marketing and then select the Templates tile. The templates landing page appears.
3. Click on Email Templates, Contract or Mail Merge Templates. A list of all templates accessible per your user role appears.
4. Select a template on the list.
5. On the command bar click Delete. The Confirm Deletion page appears.
6. Click Delete.

Delete from within the template itself

1. On the top navigation bar click the Vertafore logo and select Marketing. The Marketing work are appears on the navigation bar.
2. On the top navigation bar click on Marketing and then select the Templates tile. The templates landing page appears.
3. Click on Email Templates, Contract or Mail Merge Templates. A list of all templates accessible per your user role appears.
4. Double-click on a Title to open a template.
5. On the command bar click the Actions drop-down list and select Delete Email Template.