Deleting a Workflow

How to delete the Workflow

  1. From the main menu, click on “Workflows”.
    • Note: If you only have one workflow type, you’ll find the workflow types named in the main menu by the type of the first workflow. For instance, if the first workflow type is “Car Contracts”, it will appear in the main menu as “Car Contracts”.
  2. Click on “Settings”.
  3. Click on the card labeled “Workflow Types”.
  4. Click on the card of the workflow type you wish to delete, for example: “Car Contracts”.
  5. Click on the “Delete” button.
  6. Click on “Yes” when the confirmation message appears.