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Delete an Attachment, Managed Document, Process or Value Stream

Deleting attachments, managed document, processes and value streams to remove items that are no longer needed.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a month ago

There are two ways to delete attachments, managed documents, processes and value streams:

  • On the summary screen

  • In the details screen

Delete from the Summary screen

  1. Select all the items you want to delete

  2. Click the Delete button

  3. Enter a reason for deleting the items (attachments will have a confirm deletion message)

  4. The items will be deleted from the list

Delete from within the detail screen

  1. Open the item you want to delete

  2. Click on the Delete button

  3. Enter a reason for deleting the item

  4. The item will be deleted and the page will refresh your dashboard

Take Note

  • The reason for deleting will be recorded in the change log of the item.

  • The deleted record will appear in reports when using the filtering functions.

  • Deleted Managed Documents, Processes and Value Streams can be restored.

  • Deleted attachments cannot be restored.

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