Deleting a Document Template
Editors and Publishers can choose to delete a document template if it:
- Is not assigned to a project
- Is a proprietary document
To delete a document template:
- Navigate to the Documents Page
From the Tools menu at the top of any page, select Documents. The Documents page will open in a new tab.
Note: Only users with Documents permissions will see this option in their Tools menu.
The Documents Library page displays.
- From the Document Table, select the document you want to delete.
- Select Delete.
Note: This button activates only when you select a document template you can delete.
A Delete New Lien Waiver document? dialog box displays.
- From the dialog box, select Delete.
- A message displays, confirming you deleted the document template.
- The document template is no longer available or visible from the Document Table.
Last Published Friday, April 10, 2026