Prerequisite(s):   The System Administrator must have assigned you the Document Management Administration role.

A document must have been uploaded to a customer folder and locked (checked-in) in the File and Folder

                                                Management folder structure or to the Directory Template Structure.

 

1.   Hover your mouse over the Administration link on the menu bar.

2.   Click the Document Management Administration sub-link from the menu bar.

3.   If not already selected, click the File and Folder Management tab at the top of the Document Management System Administration page.

4.   Navigate the File and Folder Management folder structure to the customer folder where you wish to delete a document.

5.   Click the delete      icon in the Actions column for the document.

6.   Click the OK button in the popup window. Click the Cancel button to cancel deletion of the document.