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.
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