This describes how to retire templates so users can no longer select them in Platina LS . 

Retirement of templates

In the system administration, you can either:

1.    Remove the template linkage for the document type on the document tab  – this severs the linkage between the document type and template.

To do this:

• Open the system administration

• Select the documents area

• Open the documents tab

• Select the document type

• Select the template to remove

• Click remove

2.    Remove the permissions for the template in the templates tab – this stops the system loading the templates 

To do this:

• Open the system administration

• Select the templates area

• Select the document type

• Select the template

• Remove users that you do not wish to be able to create the template

Both will stop users being able to create new documents with the retired template the permissions option is more fine grained as you can reduce rather than remove who can create a template.