Learn more on how to delete document themes in Tradify. We personally recommend you check out Archiving Document Themes as deleting document themes is a permanent decision and impossible when the theme has been used on existing quotes, invoices, purchase orders and Job Service Reports.
To delete a document theme within Tradify:
- Navigate to the settings tab located in the left-hand navigation bar.
- Within the settings, find and select the "Document Themes" option.
- In the Document Themes section, locate the theme you want to delete.
- Look for the "X" icon on the right-hand side of the theme.
- Click on the "X" icon to initiate the deletion process.
- Confirm your decision to delete the theme when prompted.
- Note that deleting the document theme will remove it entirely. If you want to keep documents linked to the theme, you can choose to archive it instead.
- Once you're ready, select "Yes" to delete the theme.
- After making changes, don't forget to save your modifications by selecting "Save."