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Delete a Company Level Form Template


To delete a Company level form template.

Things to Consider

  • Required User Permissions: 'Admin' level permissions at the Company level Admin tool.
  • Additional Information:
    • A Company level form template cannot be deleted if a Project level form has been created using the template.
    • Any form templates that you delete will be permanently deleted from Procore.


  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Forms.
  3. Click the icon-delete-x.png icon at the end of the row with the form template you want to delete.
    Note: If the template's row displays a gray icon-delete-x-grey.png icon, the template cannot be deleted because Project level forms have been created from it. See Delete a Project Level Form.
  4. Click OK in the confirmation window.
    A green banner displays to confirm the form template was deleted.

See Also