Delete Template
Steps to Delete an Xporter Template
- Access the Xporter Module
From the top right corner of the screen, under More, select the Xporter module.
Note: The More menu is not available when you are in the Transaction Manager or Policy Manager modules. To access it, switch to any other module first. - Select the Template
From the Xporter workspace, select the template you want to delete.
- Select the Delete Template Option
Click the Delete Template option from the Template Tasks navigation menu on the left side of the screen.
- Confirm Deletion
A confirmation window will appear, prompting you to confirm the deletion
Click Yes to confirm and delete the template, or No to cancel the action.
Watch the video below for a step-by-step guide on Deleting a Template.