home

Browse documentation

SmartFlow Knowledge Center

Get access to documentation, training, and other high-quality resources.

Remove many templates from SmartFlow

A practice manager can remove a template from SmartFlow. For example, if a template is not necessary, the practice manager can remove it. If necessary, they can quickly and easily remove many templates at the same time.

To remove many templates, do this procedure.
  1. Select the user account button.
    The user account icon
    SmartFlow shows more settings.
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows the General screen.
  3. In the TEMPLATES AND FORMS section, select Templates.
    The Templates command
    SmartFlow shows the Templates screen.
  4. Select the checkbox that is adjacent to each applicable template.
    The checkbox adjacent to a template
  5. Select Delete selected.
    The Delete selected button
SmartFlow does not have the templates.