Question

I want to remove a reason that's been assigned to a Template Group because it's no longer applicable or it was assigned by mistake. How do I un-assign this?

Solution

1. Log in to your HotDoc Dashboard
   
   
2. Navigate to Recalls > Template groups
   
   
3. Select the Edit Reasons button on the template you wish to edit:
   
   
   
   
4. Locate the reason you wish to remove in the Assigned Reasons list, then select the 'x' button to remove the reason from the list:
   
   
   
   
   
5. Lastly, save your changes by selecting the green Save button:
   
   
   

To learn more about assigning reasons, see: How to assign a reason to a Template Group.