Enterprise Help Centre

How to remove a sign-off template

When you no longer require a sign-off template you can choose to archive it. Archiving a template gives you the ability to view and/or restore your old templates should the need arise.

Archive a sign-off template

To archive a sign-off template:

  1. Navigate to Tools > Sign Off Templates from your Felix dashboard
  2. Locate the sign-off template you wish to archive
  3. Hove over the more icon beside the relevant template
  4. Select Archive from the drop-down menu
  5. Click the Archive button


Warning:  Archiving a template will remove it from all vendors who have not yet submitted their application.

View archived sign-off templates

To view an archived sign-off template:

  1. Navigate to Tools > Sign Off Templates from your Felix dashboard
  2. Click the Actions button in the upper-right corner
  3. Select Switch to Archive from the drop-down menu

Restore an archived sign-off template

To restore an archived sign-off template:

  1. Navigate to Tools > Sign Off Templates from your Felix dashboard
  2. Click the Actions button in the upper-right corner
  3. Select Switch to Archive from the drop-down menu
  4. Locate the archived template you wish to restore
  5. Hover over the more icon beside the relevant template
  6. Select UnArchive from the drop-down menu
  7. Click the UnArchive button
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