Disabling a Document

The Manage text documents and paragraphs for use in content pages and message templates permission is required.

The document must have the Active status.

Configuration > [Onboarding (Transitions)] Administration > Documents

  1. Click a document.
  2. Click Deactivate next to the document name.

The status of the document is now Inactive. Once a document is disabled, it can no longer be attached to objects within the system. However people who already have the document attached to their file will still be able to see it.