Remove a CDA template

1. In the top navigation bar, hover over setup and select CDAs, confidentiality statements, and generic documents.
2. Click the down arrow to expand the details section of the workflow associated with the document.
3. Click the X next to the document. If the document was shared with one or more sites, click:
   1. Preserve workflow, to share the new document only with sites that have not received the document, or
   2. Restart workflow, to have existing sites redo activities defined in the workflow using the new document.