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How Can I Deactivate a Workflow Template?

Learn how to deactivate templates that should no longer be used to draft contracts

Workflow templates can be deactivated to prevent users from creating contracts from them, without needing to delete the template entirely.

How to deactivate a template

1. Find the template in the 'Workflow templates' list
2. Select the options menu (the three dots) to the right of the template name 
3. Select 'Deactivate template' 

Once a template has been deactivated users cannot draft from the template, and existing incomplete drafts cannot be generated.

Deactivating the template will not impact redrafting for projects that have already been generated. 

You can toggle between active and deactivated templates using the 'Default filters' on the left-hand side of the list. It is possible to reactivate a template by finding it in the 'Deactivated templates' list and clicking 'Reactivate template'.


Note: Member users are unable to deactivate or reactivate templates.