Deleting a Document

Documents can only be deleted if the document has not been attached to any other records.

  1. From the Document record, click Action > Delete.
    Result: The Confirm Delete Operation window is displayed.
  2. Click Ok.
    Result: The record is removed from the system.

See Also

Editing a Document

Changing the Document Owner

Changing the Document Role

Creating a New Revision of a Document

Copying a Document Record

Synching the Secondary Format

Changing the Secondary Format Preference

Automatically Expiring a Document

Tracking Content and Profile Viewing History for a Document

Showing Document Access Warnings

Enabling Work Group Access for a Document Record

Document End User Steps

Document Tree Actions

     

 

 
Friday, March 20, 2020
12:35 PM