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Deleting documents

Selected documents and there links can be deleted from the Documents tab. You must have permission to delete documents.

To delete documents
  1. Find and open the assignment (AE), client, contact or supplier (AE).

  2. Click the Documents tab.

  3. Select the document to be deleted.

  4. Click Delete document on the Tasks bar.
    (AE) The Remove Document window opens.
    Navigate to the location of the file or folder you want to delete. The Delete File or  Folder window opens requesting confirmation to move the document or folder to the Recycle Bin.

  5. (AO) Click Yes to delete the document.  

    (AE) Click Yes to delete the document and the link.
    Click No to delete the document link only.
    Click Cancel to retain the document and the link.

The document, when deleted, is moved to the Recycle Bin. It will no longer available in the Documents tab.

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