Edition: Professional, Business, Enterprise
User-level: Assistant administrator, System administrator
Previous steps: Basic editing in document templates
Once a Document template has been used at least once, you can not delete the template itself, however you can prevent it from being used in the future.
Any document templates you don't want to use can be set as 'Draft', they will then no longer appear in dropdown lists and will not be able to be applied to invoices, proposals and more.
To set your document templates as 'Draft' follow the steps below:
Organisation drop down > Settings > Templates > Documents
Select the pencil in the top right hand corner of the document template you would like to put into Draft status
In the 'Edit template' screen change the status from 'Published' to 'Draft'
Select save in the top right hand corner
Where to next?
What other features does this relate to?