Delete Document

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Delete Document

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In order to delete a document, check the box clip2811 next to document  you wish to delete, then simply click on clip2810 from the side function menu and a confirmation pop-up will appear.

 

clip2805

 

Click clip2806 in order to delete the document.

 

Note: the last column of information is the Document Status. There are 4 different status types:

 

Working: Any document created via the Create New or Quick Add Document areas.

Sent: Any document that is attached to a communication and that communication is then sent.

Received: Any document received via fax, scan or email.

Created: Any document that is copied.

 

clip2813

 

You cannot delete a Document that has a status of Sent or Received.