Delete a template or submission

It is possible to permanently delete a template which is no longer needed.

• Delete a template
• Delete a submission
• Unarchive a template
• Unarchive a submission

Delete a template

1. In the Templates view, hover over the document template that you would like to delete. You will see some options on the right. Click on Archive.
2. The Archive option simply archives the template which can be restored if needed in the future.
3. Once the template has been archived it is moved to the archive folder along with any related submissions.
4. Click on View Archived to see the Archived template. Hover over the relevant template and you will see some options on the right. Click on Delete.
5. A warning pop-up window appears which states that deleting the template is irreversible and will permanently remove the related submissions (signed documents).
6. Click OK to permanently delete the template.

Delete a submission

1. In the Submissions view, choose the submission that you would like to delete. You can see an option Archive.
2. When you click on Archive the submission is moved to the Archive folder.
3. In order to delete the submission go to View Archived in the bottom left corner of the Submissions view.
4. Click on View Archived and go to the archived submission and click on the Remove.
5. A warning pop-up window appears which states that deleting the submission is irreversible and will permanently remove the related submissions (signed documents). Click OK to delete the submission.

Unarchive a template

1. To unarchive a template, go to the Document Template view. Click on View Archived from the bottom left corner.
2. Hover your mouse, over the template that you need to unarchive and click on Restore.
3. Now the restored template will be available in the Template view.

Unarchive a submission

1. To restore a Submission, go to the Submissions view. Click on View Archived from the bottom left corner.
2. Click on View next to the submission you want to restore.
3. In the top right corner, click on Unarchive to restore the submission.
4. If all parties have already completed the submission, the top right corner shows the Download button instead. Click the arrow next to Download and select Unarchive to restore the submission.