Archiving a Template

Important: A n archived template is removed from the Template list in the first step of the Properties Wizard. If documents or questionnaires have already been created using that template, their template assignments will not change. If, however, you want to permanently delete the template by deleting it from the Archive, you will have to reassign all documents/questionnaires using that template before doing so.

1. If the template is currently closed, click System Settings, click Document Setup, and then click Templates.
2. Do one of the following:

• If only the Document Module or only the Questionnaires Module is currently enabled, find and open the template in the list (see Finding a Template for help finding a template in a long list).
• If both the Document Module and the Questionnaire Module are currently enabled, click the Documents tab or Questionnaires tab, and then find and open the template in the list (see Finding a Template for help finding a template in a long list).

2. Click , and then click Archive.

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3. When asked to confirm, click Yes.

Note: For instructions on restoring an archived template, see The Archive.

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