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Delete Template

Steps to Delete an Xporter Template

  1. 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.
  2. Select the Template
    From the Xporter workspace, select the template you want to delete.
    Xporter template list
  3. Select the Delete Template Option
    Click the Delete Template option from the Template Tasks navigation menu on the left side of the screen.
    Delete Template menu option from the Template Tasks navigation menu
  4. Confirm Deletion
    A confirmation window will appear, prompting you to confirm the deletion
    Confirmation window asking if you want to continue with this action
    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.