Is your Template Library looking messy because you've got a lot of engagement letter templates that you're not using anymore and you wish to do some house cleaning? Archiving engagment letter templates that you no longer need is easy as one, two, three!

First, click on Library then go into Templates. Click on a template you wish to remove.

Once you have the template editor on screen, click on the Archive button on the top right.

Note: Archived templates will no longer appear in the list. However, proposals that reference an archived template will continue to use it until a new template has been selected.