Document Deletion

Purpose

This document will review the deletion of files.

Documents can only be deleted by Owners or Editors of a given document’s folder.

When a document is deleted, it is placed in the recycle bin. By default, only VaultAccess users can purge the deleted documents from the recycle bin, removing them completely from the system. See the Recycle Bin topic for more details on purging or restoring documents, and which users have the capabilities.  There are three common methods for deleting documents: selecting and deleting documents from a document list, deleting from the document context menu, and dragging and dropping to the recycle bin.

Methods of Document Deletion

Selecting and Deleting Documents from a Document List

When viewing the Document List of a folder, the following steps are taken to delete one or more documents:

1. Select the checkbox(es) to the left of the document(s) to be deleted.
2. Click on the "Actions" button, then the "Delete Selected" option.
   
3. Select the OK button on the confirmation screen.

4. The selected documents will then be removed from the folder and placed inside the recycle bin.

Deleting from the Document Context Menu

When viewing a document from any sort of document list, including Folder Views, Relationship tabs in the document ID cards, or any documents listed within the MyVault homepage, a user can delete individual documents using the following steps:

1. Right-click on the document to be deleted.
2. Select the "Delete" option.
   
3. Select the OK button at the confirmation screen.
   

The document will then be removed from the document library and placed into the recycle bin.

Dragging and Dropping Documents to the Recycle Bin

When viewing the Document List of a folder, a user can perform the following steps to delete documents from the folder:

1. Select the checkbox(es) to the left of the document(s) to be deleted.
2. Click down on one of these selected documents, then drag the mouse pointer and release it over the Recycle Bin.
   
3.  Select the OK button at the confirmation screen.
   

The documents will then be moved to the recycle bin.

Documents that have a pending status or are archived cannot be deleted until they become active documents.