Steps to Delete message templates

Delete templates

Delete templates from URVA web following these steps:

  1. From URVA home page, go to Admin Settings and click on Templates.
  2. Click on the template you wish to delete and then click   
  3. Click YES again for confirmation and selected template will get removed.



    • Related Articles

    • Map template with an Activity

      Map any template with an activity form following these steps: From URVA Home page, under Admin settings go to Basic Setup and click on Templates. Click on the + New Template to add a new template and select any template type such as PDF, SMS, ...

    • Create different templates on URVA

      One can create a template for notifications to be sent to any user or customer via SMS, Email, WhatsApp or a push notification. Create templates by following the steps mentioned below: From URVA home page, go to Admin Settings and then click on ...

    • Delete Triggers

      Delete Triggers by following these steps: From URVA home page, go to Triggers under Automation. Click on any of the triggers from the list that you want to delete. Click on the Delete button from the left bottom corner. Click Delete on the ...

    • Allow deletion of task

      Users can be allowed to delete tasks if it is available in the workflow of the form. The permission is enabled under workflow for particular stages. Allow "delete tasks" from workflow: From URVA home page, go to Activities. under Admin Settings. ...

    • Create & Update Triggers

      Create Triggers: Trigger messages can be configured by the user, which can be sent to the customer as well as the supervisor/ user himself through email, SMS, WhatsApp, or push notifications. To add trigger messages, follow the below steps: From URVA ...