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Template documents - Removing/deleting templates

Updated over 5 months ago

Please find below guidance on how to delete templates from SME Professional.

1. Removing template documents

  1. Go to Correspondence > Template documents

  2. Click on the upload icon ()

  3. Locate the template in question

  4. Click on the red delete icon

2. Removing tenancy agreement templates

  1. Go to Tenants > Create tenancy

  2. Click on Edit tenancy agreements

  3. Locate the template in question

  4. In the Delete column, click on the red cross

3. Removing terms of business templates

  1. Go to Owners > Terms of business

  2. Click on Edit owner agreements

  3. Locate the template in question

  4. In the Delete column, click on the red cross

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