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Delete Documents

Delete Documents

Owned by Chris Ford
Last updated: Apr 12, 2024
1 min read

You can delete documents in your account from:

  • The asset the document is assigned to

  • From ‘All Documents’ if it is not assigned to an asset.

From an asset:

  1. Click the ‘Documents’ tab

  2. Locate the document you wish to delete and click ‘Summary’

  3. Click Delete

If you have raised remedial actions on any of these documents you may need to delete these first via the ‘Remedial actions’ tab on the asset

From ‘All Documents’ if it is not assigned to an asset:

  1. Hover over ‘Documents’, select ‘All Documents’

  2. Locate the file you want to delete
    Use the ‘Unallocated’ filter or ‘Advanced’ filter menu filename search to make searching easier.

  3. Click ‘Document Summary’

  4. Click Delete.

 

Note: Scanned documents need to be classified before you can see it on your selected discipline. When on the asset, switch to ‘Misc’ and you should the document listed.

You can classify documents quickly using the ‘Classify’ feature.