Remove redundant template fields

You can also remove fields from a template, if necessary. There are three ways of doing this, depending on whether the fields should be completely removed for all vendors, or if they should be included for some.

To remove fields from certain vendor templates

If a template field should be recognized for all vendors except certain specific ones, you can remove the template field from the templates associated with those specific vendors. To do this, follow these steps:

1. Navigate to the document journal.

2. Select the document whose template you want to remove a field from.

3. Select Template > Remove Template Field to open the Template Field List.

4. In the list, select the field that you want to remove, and then select OK.

   

To disable inclusion in new templates

If a template field shouldn't be included by default but will definitely have to be added to certain vendor templates later, you can customize the master template to not insert a specific template field in new vendor templates. To do this, follow these steps:

1. Choose the search icon, enter Document Categories, and then choose the related link.

2. Select the document category in which the master template is located, and then select Edit.

3. Under Templates, select the master template, and then select Manage > Edit.

4. Under Fields, select the template field that you want to customize, and then select Manage > Edit, or simply select the Field Name.

5. Disable Insert on new Templates. You may have to select Show more to see this option.

The template field will no longer be inserted in new vendor templates, but you can easily add it using the Add Template Field in the document journal.

To delete fields from a master template

As a last option, you can also delete a field from the master template. One use case is that you need to ensure that a company's employees never add this field to a vendor template.

To delete a master template field, follow these steps:

1. Choose the search icon, enter Document Categories, and then choose the related link.

2. Select the document category in which the master template is located, and then select Edit.

3. Under Templates, select the master template, and then select Manage > Edit.

4. Under Fields, select the template field that you want to delete, and then select Manage > Delete.

   

Video

This video demonstrates the different ways in which you can remove fields from templates.