Deleting a Document Record

Navigation: Records > Person > Documents

1. From the bottom navigation bar, click Records
2. Click Person. The Person Manager will display.
3. In the Search field, enter the name of the person record with a document you want to delete or scroll through the list of people records on the page
4. Click the name of the person. The Person Record page will display.
   
   
   
   
5. Click the Documents tab. The Document Manager will display.
6. In the Search field, enter the name of the document you want to delete or scroll through the list of documents on the page 
7. Click the document record. The document fields will display.
   
   
   
   
8. Click Delete Document. A confirmation window will display.
   
   Tip: When deleting a document make sure that you do NOT click Delete Record, which is directly above Delete Document.
   
   
   
   
   
9. Click Yes, Delete. A banner will display confirming that the document was deleted.