How to delete team documents as an account admin?

BoldSign allows Account Admins with the appropriate custom permissions to delete documents on behalf of team members. Only documents with a status of Completed, Declined, or Revoked can be deleted. In-progress documents must first be moved to a deletable status.

For more information about custom permissions, refer to our article: How to create custom permission.

Deleting finalized team documents

Follow the steps below to delete team member documents as an account admin:

• Expand the Documents menu in the side menu and select Team Documents.

• You will be taken to the Team Documents page, where documents from all teams are listed.
• To delete a specific document, it’s recommended to first identify the team and the team member whose document needs to be deleted.
• To delete documents from a specific team member in a specific team, click the Team filter dropdown and select the desired team.

• Once the team is selected, all documents shared with or created by members of that team will be displayed.
• To narrow it down to a specific member, click the Member filter dropdown and select the appropriate team member.

• All documents associated with the selected team member will now be listed.

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

• A confirmation popup will appear. In the confirmation popup, click Yes, delete.

• The document will be permanently deleted from the team member’s account.

Deleting in-progress team documents

• On the Team Documents page, select the relevant team using the Team filter dropdown.
• Choose the appropriate member using the Member filter and select the Waiting for others category.

• Select the document you want to delete and go to its overview page.
• Click the More actions menu and select Revoke to change the document status.

• After revoking, proceed to delete the document by clicking More actions again and selecting Delete.