This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Obsolete templates can be made de-active/ disabled by removing the tick in the Approved check box. Old templates can be kept for historical purposes or deleted.
Disable a Letter Template
- Click Administration.
- Select Correspondence from the left side menu.
- Select Letter Templates.
- The letter Templates screen will display and show any existing templates already created.
- Select the Edit button next to the relevant existing letter template.
- Scroll down to the Approved check box and untick it.
- Select Update Letter template button
Delete a Letter Template
- Click Administration.
- Select Correspondence from the left side menu.
- Select Letter Templates.
- The letter Templates screen will display and show any existing templates already created.
- Select the Delete button next to the relevant existing letter template.
- When prompted for deletion confirmation, click Ok.