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How to delete a Company Document Template

This guide is to walk the reader through how to delete a Company Document Template.

  1. Within the Contractor module, using the left-hand navigation panel, click ‘Configuration’. 

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  2. Then click ‘Company Documents’. 

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  3. This will take you to a list of your current company documents. To delete a company document, click the recycle bin icon. 

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  4. A pop-up will appear asking you to confirm the deletion. Pressing confirm will the delete the company document. 

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AI-generated content may be incorrect.