Ongoing maintenance of Paths after they have been set up is often necessary as company policies and/or documents are changed or added.
To edit or delete an existing Path, navigate to the Paths section within the Company tab, where all created Paths are stored. Then, click the three-dot menu next to the respective Path to access these options.
The dropdown also includes the option to "Clone" the Path, allowing for the creation of a new Path with the same configuration as the existing Path being cloned.
Editing a Path will automatically update it within any Onboarding Template where the Path is assigned, eliminating the need to edit the Onboarding Template separately.
If attempting to delete a Path that has already been sent, the deletion may not be possible. In such cases, it is recommended to edit the Path and rename it "Do Not Use" if it cannot be fully deleted.