Deleting Documents

There are times where documents may need to be deleted from the Document Register. You can delete documents through the Admin menu if you have access to this function.

To delete a document:

  1. Select the document.

  2. Click Actions.

  3. In the Admin menu, select Delete.

    Delete document selection in Actions menu

  4. Enter a reason for the deletion.

    Reason for deletion field in Document Deletion pane

  5. If you want to apply the same reason to all documents, select the first check box.

  6. If you want to notify all users who have access to the document, select the second check box.

  7. Click Delete.

  8. Click Yes to confirm.

  • The View history link can be used to see if the document has been transmitted to anyone or included in any packages.
  • Use the reports module to view a full audit history of any deleted documents. The report will show who deleted the document, when and why.