---
title: "Edit, Export, and Delete a Process Template"
slug: "edit-export-and-delete-a-process-template"
updated: 2024-08-12T13:59:23Z
published: 2024-08-12T13:59:23Z
canonical: "docs.processmaker.com/edit-export-and-delete-a-process-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Edit, Export, and Delete a Process Template

Make changes to an existing Process Template.

## Edit a Process Template

Editing a Process Template revises that Template such that future uses of that Template, such as when [creating a new Process](/v1/docs/create-a-process), derive from those revisions.

**Permissions**

Your user account or group membership must have the following permissions to edit a Process Template unless your user account has the **Make this user a Super Admin** setting selected:

- Process Templates: View Process Templates
- Process Templates: Edit Process Templates

See the [Process Templates](/v1/docs/permission-descriptions-for-users-and-groups#process-templates) permissions or ask your Administrator for assistance.

Follow these steps to edit a Process Template:

1. [View all Process Templates](/v1/docs/process-templates#view-process-templates). The **Templates** tab displays.
2. Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/56b5a636-2a8b-4843-8e3f-ecfd4e12b6c2.png) menu, and then select the **Edit Template** option. The Process Template opens in the Process Modeler for editing.
3. Make changes to the Process Template, and then click the [**Publish** button](/v1/docs/publish-your-process-model) to publish a new version of that Template.

## Export a Process Template

**Permissions**

Your user account or group membership must have the following permissions to export a Process Template unless your user account has the **Make this user a Super Admin** setting selected:

- Process Templates: Export Process Templates
- Process Templates: View Process Templates

See the [Process Templates](/v1/docs/permission-descriptions-for-users-and-groups#process-templates) permissions or ask your Administrator for assistance.

Follow these steps to export a Process Template:

1. [View all Process Templates](/v1/docs/process-templates#view-process-templates). The **Templates** tab displays.
2. Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/56b5a636-2a8b-4843-8e3f-ecfd4e12b6c2.png) menu, and then select the **Export Template** option. The Process Template exports as a `.json` file to your local computer or network. The following message displays when the Process Template exports successfully: **The template was exported.**

## Delete a Process Template

**Permissions**

Your user account or group membership must have the following permissions to delete a Process Template unless your user account has the **Make this user a Super Admin** setting selected:

- Process Templates: Edit Process Templates
- Process Templates: View Process Templates

See the [Process Templates](/v1/docs/permission-descriptions-for-users-and-groups#process-templates) permissions or ask your Administrator for assistance.

Follow these steps to delete a Process Template:

1. [View all Process Templates](/v1/docs/process-templates#view-process-templates). The **Templates** tab displays.
2. Click the![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/56b5a636-2a8b-4843-8e3f-ecfd4e12b6c2.png) menu, and then select the **Delete** **Template** option. A message displays asking for confirmation to delete a Process Template.

![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/ddb08b53-6a8e-48c1-beaf-70272b3f35ee.png)
3. Click **Confirm** to delete the Process Template.