Manager or higher
Find a form you made earlier and fix its content or delete it.
Template List – left: list / right: preview
- In Template List, search by form name; click a row to show its preview (document name, precautions, PPE, special notice) on the right.
- To change the content, click Edit — the same screen as form creation opens in edit mode.
- While editing, click Revert to restore the original, or Cancel to stop editing.
- To delete the form, click Delete → confirm “Do you want to delete this form?”.
Warning
A warning banner appears at the top of the edit screen. TBMs that were already sent are not affected, but if a “Scheduled” send uses this form, its content may change — check before you edit.