If you wish to make a sign-off template temporarily unavailable to be assigned, you can choose to deactivate the template.

 

Deactivate a sign-off template

To deactivate a sign-off template:

1. Navigate to Tools > Sign Off Templates from the main menu.
   
2. Locate the sign-off template you wish to deactivate by using the quick search or filters.
3. Hover over the ⋮ icon and select Deactivate from the options.
   

 

NOTE:  Templates that have been deactivated will show a status of Inactive in the sign-off template manager.

 

Re-activate a sign-off template

To re-activate a sign-off template:

1. Navigate to Tools > Sign Off Templates from the main menu.
   
   
   
2. Locate the sign-off template you wish to re-activate by using the quick search or filters.
3. Hover over the ‌ellipsis icon and select Activate from the options.