How to delete team member documents?

In BoldSign, if you have a team document that is no longer needed or was created incorrectly, you can delete it from your account. Account admins and team admins can delete team documents. However, an account admin can configure custom permissions to allow members to delete other team documents.

You can only delete a document if its status is Completed, Expired, Declined, or Revoked. If you want to delete an in-progress document, you must first revoke it before proceeding with deletion.

Follow the below steps to delete a team document:

• Go to the Documents menu and select Team Documents.
• Locate the document you want to delete and click on it to open the Document Overview page.
• Click the More actions dropdown button and select Delete from the menu.

• A confirmation message will appear. Click Yes, delete to confirm.

• If the document is in-progress but needs to be deleted, change its status to Revoked, then proceed with deletion.

• Once deleted, the document 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, refer to our article: Can I delete a document in Trash permanently?