How to Delete a template or document > eSign

This guide explains how to delete a template you've created in the eSign feature.

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Manage templates and documents in the "eSign" feature easily:

  • To delete a document or template, click the three dots icon and enter "delete" for confirmation, then press "Delete".
  • View all templates, including those needing edits or ready for sending.
  • Access an audit of all requests, including completed documents or those awaiting signatures.

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