Hi - kindly confirm if below statement is still correct. Old templates clutter workspace but I need the history documents for audit purposes and can't delete it. No means to migrate it yet? Best I can do is to indicate to the user that template is discontinued. Open for suggestions.
AI Overview
A precisely published template cannot be removed from Evolve without also deleting the documents created from it
According to a Precisely support article, this is a limitation of the platform's product design.
If you need to get rid of an old template, you have two options in the Precisely Evolve system:
- Delete both: Accept that both the template and all documents based on it will be deleted permanently.
- Keep both: Leave the unused template in the system to ensure the document history is preserved.
This limitation exists to maintain an accurate audit trail of how documents were created and versioned. An enhancement request has been logged with Precisely to add a feature for deleting only the template, but this capability is not available in the current Evolve design.
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Renette Nienaber
Mrd
VIVO ENERGY SOUTH AFRICA (PTY) LTD
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