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Deleting Form/PDF Templates

How to delete a form/PDF template from your list of form templates.

Updated over 10 months ago

How to delete a Form Template

Click on templates > my templates (under form templates)

Click on the template that you wish to delete. On the template details panel click on the remove icon.

You'll then be prompted to input your PreciseFP password. Click on Remove Template

**Please note that this action cannot be undone and we cannot restore deleted templates**


If it is a template from our form library you can always install it to your My Templates once more.

How to delete a PDF template

Click on Templates > My templates under PDF templates

Click on the PDF template that you wish to delete. On the template details panel click on the remove icon.

You'll then be prompted to input your PreciseFP password. Then click on remove template.

**Please note that this action cannot be undone and we cannot restore deleted templates**


If it is a PDF template from our library you can always install it to your My Templates once more.

If you do not see the option to delete/remove a template this would mean your user role does not have the permission to do so and you will need to reach out to your company admin user.

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