Delete an email template from a business unit

if you no longer require an email template, you can remove that template by following these steps:

  1. Open the Kofax AP Agility Work Queue as an Administrator.
  2. On the menu, select Settings > Organizations.

    The Organizations are displayed.

  3. Select an organization from the list by clicking on its Organization Name.

    The organization details for the selected organization are displayed.

  4. Click on the Business Units tab.

    The Organization - Business Unit tab is displayed.

  5. Click on the Business Unit Name link where you are setting up an approval hierarchy.

    The Business Unit: New or Edit window is displayed.

  6. Click Email Templates.

    The Email Templates window is displayed with a list of email templates in the table at the top of the window.

  7. Select the email template that you are deleting from the table.

    The selected email template is loaded into the editable fields and the Delete button is enabled.

  8. Click Delete.

    You are prompted to confirm the deletion.

  9. Click Yes.

    The email template is removed and a successful removal message is displayed.

  10. Optionally, delete another email template, add a new email template, or edit an existing email template.
  11. Click Close.

    The Business Unit: New or Edit window is displayed.