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Deleting a Document
To delete a document:
- With the DOCUMENT LIST page displayed, click the
icon for the document entry and select the GENERAL tab if it is not already displayed.
- Click the Delete button.
You are prompted to confirm the deletion.
If the Delete button is not displayed, verify the following:
-
- The document is not in review
- You have read/write permission for the document location
- The document is not associated with an active change order
- A physical document has been attached to the document record
- Confirm the deletion.
If you confirm the deletion, the document is removed from the Document List with all associated relationships. If a Deleted directory exists on the web server, the physical document attached to the document record will be moved to the deleted folder. This operates similarly to the recycle bin on personal computers. Check with your IT department to see if this directory has been set up. Refer to the TMS installation notes for additional information on setting up this directory.
NOTE: Documents in the deleted directory must be manually deleted.
CAUTION: Deleting a document completely removes the document information (metadata) and all relationships. If audit trails are turned on, deletions are captured. See technical notes on triggers and audit viewer for further information on using audit trails.
The following situations will cause the Delete button to not display:
- Document is in review.
- No permissions to delete the document.
- Document is associated with a quiz. This would be valid only if the Quiz module is installed. Deletions occur under the Quiz Module menu option.