Delete a document

When you delete a document, it is moved to the Recycle Bin. Items in the Recycle Bin can be restored to their original location or permanently deleted. You can select and delete more than one document at once.

A document that is attached to a business process record is linked to it and cannot be deleted from the Document Manager. The document will show a linked records icon next to the document in the BP column of the document log. However, if the latest version of the document is not linked to a business process, the icon will not display in the log. You can select the document and click View > Revisions to check if an older revision has linked records. In addition, a document may also contain links to business processes that are still in draft, and which will not display as a link to the document until the BP record is sent.

Caution: Use caution when deleting drawing base or reference files. Deleting a linked reference file will cause the file to be marked as missing on the corresponding base drawing file.

Tip: If you need to remove a document that cannot be deleted, move it from its original location into another folder with limited user access.

To delete a document

1 Select the document in the project or shell Documents log.
2 Click the Edit menu and choose Delete, or click the Delete button.
3 Click Yes to confirm. The document is moved to the Recycle Bin.

 

 

 

 


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