Deleting Legal Documents
To delete a legal document attachment from the My Document Status page:
- Navigate to the My Document Status Page
There are four ways to navigate to the My Document Status page.
From the Tasks Page
- From the Project Home page, choose the Project Tasks link.
Outstanding tasks for the project display on the Tasks page.
- From the Tasks page, select Submit Legal Documents.
From a Project Action
- Select the Submit Legal Documents task under the Project Actions section of the Project Home page.
The Legal Document Update page displays.
Note: Multiple Submit Legal Document tasks group beneath a collapsed category header. Select the Show Submit Legal Documents header to see all available tasks.
From the Legal Document Update Page
Select the Click here to review and submit your legal documents button.
From the Menu
From the Compliance drop-down menu at the top of the Project Home or Draw Home page, select My Document Status.
- From the Project Home page, choose the Project Tasks link.
- Select the Submit link for the legal document requirement.
A Manage Attachments dialog box displays.
- From the Manage Attachment dialog box, click the red X.
- Click Save.
The View link disappears from the Document Action column of the requirement.
Notes:
- You can only use the above workflow to delete legal documents.
- You cannot delete a legal document after the General Contractor approves a draw.
- If the General Contractor changes the status to Received, you cannot remove attachments. When you cannot delete an attachment, the X displays in gray, signifying you cannot interact with it.
Last Published Wednesday, September 10, 2025