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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

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Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Included in Release
Categories Resilience - Plans
Created by Toni Spellar
Created on Sep 6, 2024

Ability to delete document templates that are not required

We have had to create numerous document templates to use as tests, and these need to be deleted to avoid confusion. Any old templates which are no longer in use should be able to be deleted to ensure that staff are not using the incorrect version, there is no version control on this page and it is hard to see what is the correct version. Old documents should be deleted.

Solution Platform Business Continuity & Resilience
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  • Admin
    Sarah Zoloth
    Reply
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    Sep 6, 2024

    Templates can be deleted today, as long as all sections are unlocked. When you navigate to the template, choose "Template Actions" and you will see the option.