If you’d like to keep your client agreement templates organized and clean, you may want to delete any agreement templates that you no longer use or have never used.
In this article, you will learn about:
To start, make sure you have the following:
How can I delete a client agreement?
First, we recommend copying the default text from the default email templates.
Click on Settings in the Side Navigation menu
Click on Client Agreement Options
Scroll down and click on the three dots icon
Click on Delete
Confirm the action by clicking Ok
