How to delete Document(s) in Sorted ?

How to delete Document(s) in Sorted ?

Introduction

To remove any document from the DMS, follow these steps given below:

Step 1: Go to DMS, select the Fund, and Folder.




Step 2: Select the document(s).
Step 3: Click on Delete icon



Step 4: Click on Yes to to confirm your action.



Step 5: The document will be deleted successfully and you will receive a confirmation toast message at the bottom right corner of your screen.


    • Related Articles

    • Navigating around DMS in SMSF Sorted

      Overview SMSF Sorted's Document Management System (DMS) is a key part of the overall system. This article will give a high-level overview of how to navigate around the DMS. The DMS The DMS is accessible from the business level dashboard by clicking ...
    • Tagging documents from DMS

      Overview This article looks at how to tag documents from DMS Tutorial Video Clearing the Unsorted Folder After uploading documents to DMS, one of the first tasks often done is to clear the Unsorted Folder. From the Job Dashboard, click on the ...
    • Searching for documents in DMS

      Overview One of the primary uses for SMSF Sorted is to store relevant documents for a fund each year. This article will look at the various search options available to you to find specific documents after they have been uploaded Navigating to DMS ...
    • Deleting Documents for Sorted Connect Accountants

      Deleting Documents for Sorted Connect Accountants Documents uploaded to the complimentary accounting portal can be deleted BEFORE they are submitted to the auditor.  To delete a document, navigate to the DMS. Locate the fund and year from the list of ...
    • Organise Documents

      Introduction Introducing the enhanced Organise Documents feature in Sorted, offering streamlined document management. Users can now easily filter, remove roll forwards, and delete all bookmarks in just one click. With improved icons and intuitive ...