How to Delete a Document

How to Delete a Document

Introduction

If you've mistakenly uploaded a document in the fund, follow these steps to remove it:

How to Delete a Document

Step 1: Go to the Audit Console page and select DMS from the top taskbar.



Step 2: Choose the Fund Name and Folder.



Step 3: To delete multiple documents, select them by clicking on the checkbox alongside the document and click on Delete icon.



OR
Step 3: To delete a single document, click on the ellipses icon and select Remove from the list of available options.



Step 4: Confirm by selecting Yes in the pop-up.
 


You'll receive a confirmation toast message.


Note:
  1. You can only delete documents from Permanent & Unsorted folders
  2. Ensure you remove any bookmarks before deleting a document; otherwise, the delete option will not be visible for that document.
Happy organizing!


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