Delete a Template
Go to the template you want to delete and choose Edit Template. Once in the template choose Delete at the bottom of the page. You need to first hit the button with three dots.
If the template is activated for Web automation, you first need to deactivate that function.
Delete a case
Go to the Case archive and find the case you want to delete.
If the case is in draft mode: In the little drop down menu you can either Edit and then Delete, or Delete it right away.
If the case has been sent: You need to recall it before you can delete it. You can delete all cases that hasn't been completed yet (signed by all parties). You need to first press the button with three dots before the Delete button will appear.