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How to delete a document?
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1 min read
If you have a document that is no longer needed or was created incorrectly, you can delete it from your account. However, you can only delete a document if it has been completed, expired, declined, or revoked. If you want to delete an in-progress document, you can revoke the document and can delete it.
Follow the below steps to delete a document from your account:
- Go to the
Documentsmenu and select theMy Documentsoption. - Locate the document you want to delete and click the
Context menuat the end of the document. - Next, select the
Deleteoption from the menu.
- If the document is in-progress but needs to be deleted, change its state to
Revokeand then proceed to delete it.
- Once the document is deleted, it will be moved to the trash folder, where it will remain for 30 days before being permanently deleted.
- If you want to delete the document immediately, navigate to the
Trashfolder and delete it by using theContext menuand selecting theDelete foreveroption.
- A document cannot be recovered once it has been permanently deleted. Therefore, make sure that you are absolutely certain that you no longer need the document before proceeding with the deletion process.