Vignesh Subramanian
Vignesh Subramanian

Reputation: 7289

delete word templates in CRM 2016

I created word templates for an entity

How can I update/delete/edit existing templates that I created for an entity?

I tried to navigate to Settings->business->Templates but its not showing the ones that I created

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Upvotes: 0

Views: 2117

Answers (2)

Vignesh Subramanian
Vignesh Subramanian

Reputation: 7289

If the word templates are uploaded directly from the entity list, it will be under "personal templates", to delete them we need to go to advanced find and search for the template and delete it If its under business template, go to settings-> Templates(under business) and delete it

Upvotes: 1

wildhawk
wildhawk

Reputation: 79

within templates instead of selecting Word or Excel and you want to delete selecionar edit or update

image

Upvotes: 1

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