Delete Review Template

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Follow the steps below to delete a review template from Document Management.

  1. Click Document Management > Search Folders.

  2. Enter search criteria as necessary to locate the Folder you'd like to open and click Search.

  3. From the search results, select the checkbox next to the Folder you'd like to open, and click Open Folders. The Document Management screen displays as shown below.

    File management interface displaying folders and documents for organization and access.

  4. In the Documents pane, expand the folder containing documents for which you want to redact, and then click the page you want to redact. If the "Do you want to load an existing review layer?" message appears, click Yes, click a review layer, and then click Load.

Review layer message box.

  1. In the Documents pane, right-click the name of the page, and then click Apply Review Template, as shown below:

    Menu options displayed with 'Apply Review Template' highlighted for document processing.

  2. After clicking Apply Review Template, the Review Templates dialog box appears as shown below:

    Review template interface showing options for document scope and review actions.

  3. In the Review Templates dialog, click a template name under the Template Name column for the template you'd like to delete, then click the Modify/Delete Review Template tab, as shown below:

    Review template interface showing fields for template name, notes, and availability options.

  4. Click Delete to delete the selected template. After clicking Delete the following verification message will be shown:

  5. Click OK to delete the template. The deleted template will be removed from the list.