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Procore

Delete a Company Level Form Template

Objective

To delete a Company level form template.

Things to Consider

  • Required User Permissions: 'Admin' level permissions at the Company level Forms tool.
  • If preexisting Project level forms have been built from the Company level template, the template cannot be deleted. 
  • Any form templates that you delete will be permanently deleted from Procore.

Steps

  1. Navigate to the Company level Admin tool.
    This reveals the Company Settings page.
  2. Click Form Template Configuration in the right pane.
  3. Click the red-x-icon.png icon located in the far right column. 
    Note: If the template displays a gray gray-x-icon.png icon, the template cannot be deleted because Project level forms have been created from it. See Delete a Project Level Form.

See Also

 

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