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 to save space. You can select and delete more than one document simultaneously.

A document that is attached to a business process (BP) record is linked to it and cannot be deleted from the Document Manager. If the document is linked to a record, it shows a linked records icon in the BP (Linked Records) column of the Documents log. However, if the latest version of the document is not linked to a BP, the icon is not displayed in the log. You can select the document, click View, and then select Revisions to check if an older revision has linked records. In addition, a document may also contain links to BPs that are still in draft, 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.

Note: If you must 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. In the project/shell Documents log, select the document.
  2. Click , select Edit, and then select Delete.
  3. When the Confirmation message appears, click Yes to confirm to move the document to the Recycle Bin.

    Note: To delete multiple documents, select the documents, go to the toolbar, click Actions, and then select Delete.


Last Published Wednesday, July 2, 2025