Archiving a Template

Archiving a HelloSign Template in Salesforce will remove the template from the Use Template selection list. Archiving a template in Salesforce will not remove the template from HelloSign. See additional steps for archiving templates associated with CPQ Quote Templates.

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NOTE

If a HelloSign template is deleted within the HelloSign app it will not be reflected in Salesforce. You will need to also need to archive the corresponding record. HelloSign recommends never deleting templates in our app. If you encounter the error “HelloSign Template not found. Please notify your administrator.” the template was deleted in HelloSign and not archived in Salesforce.

STEPS
User finds a template they would like to archive
Click Archive Template button

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RESULT

Template status field is in an achieved status