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Conga Support

Deleting a Workflow Template

A workflow template can easily be deleted if it is no longer needed by your company. Once a workflow template is deleted, it is no longer available as a selection when users run the Workflow Wizard.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions.

B

Workflow link

Select to display a Workflows menu.

Note: If the Workflow link is not present, you do not have the permissions to use this feature.

C

Workflows menu

Click on the Workflow Templates button to display the Workflow Templates browse screen.

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D

Workflow Template record

Locate the workflow template you want to delete, and click on it to display the Workflow Template Edit screen.

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E

Delete button

Click to display the Delete Workflow Template confirmation prompt.

F

Yes option

Select to delete the workflow template.

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