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How to Delete a Template?

Sometimes you no longer need a particular eSign template‚ maybe the contract version has expired, or your organization has moved to a new format.
In such cases, you can safely delete templates from Doculan to keep your workspace organized and clutter-free.

Template deletion in Doculan eSign allows you to permanently remove unused or outdated templates from your account or shared team list.

You can delete:

  • Personal (Myself) templates are visible only to you.
  • Team templates are shared among your organization/team members.

Note: Deleted templates cannot be recovered. Make sure to double-check before confirming deletion.

Step 1: Access the eSign section.

  • In the Doculan Dashboard, navigate to the Template tab.

Screenshot for Document

Step 2: Click the "Delete Template" button:

  • After selecting the template, click the Delete Template button.
  • A confirmation prompt will appear asking:

    "Are you sure you want to delete this template permanently?"

  • Click Permenantly Delete button to proceed.

Screenshot for Document

Step 3: Verify deletion:

  • Once deleted, the template will be removed from the dropdown list immediately.
  • You can refresh the page or reopen the Template tab to ensure it's no longer listed.
  • If it is a Team Template, other team members will also lose access to it.

You've successfully deleted an eSign Template in Doculan!

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