How to Delete a "Documents" Template

• Each property of your FCS CRM has a "Documents" tab. 
• The functionality of the "Documents" tab allows you to create documents and save them as templates for future use. 
• This article will demonstrate how to delete a saved template within your "Documents" tab.

Step 1:

• Every property has a Documents tab; within this tab, you can set up templates for bids, proposals, email campaigns etc.

Step 2:

• Saved templates can be accessed from any property, but are actually housed in your FCS Attachment Library. 
• First click on the "Toolbox" icon, then click on the "Admin" icon (indicated by the black arrows below).

Step 3:

• Once you are in your Admin Features, click on "Sales Settings".

Step 4:

• In Sales Settings, click on "Saved Documents Templates".

Step 5:

• The "Saved Document Template" record will house all of your saved templates. 
• Your templates will be listed here with options to Edit or Delete at any time.  

You are now able to delete saved templates.  Great Job!