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How do I delete or update templates?
How do I delete or update templates?

The steps to update or delete charges, products, packages, and contracts templates.

Perry Smith avatar
Written by Perry Smith
Updated over a week ago

Here are the steps to archive or update templates for the following items: Charges, Products, Packages, and Contracts.

1. Click the profile image in the bottom left-hand corner to open "Settings." Then click "Templates."

2. Select Charges, Products, Packages, or Contracts to open the list of items that have been added. Click on the specific item to archive or update it.

For any additional questions please reach out by clicking on the chat box, and a team member would be happy to assist you.

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