Delete a document (with DMS enabled)

Use these instructions to delete documents from when there is a document management system (DMS) enabled.

If a DMS is not enabled, use the instructions: Delete a document.

Before you begin

You need to access your DMS directly to delete documents - it's not possible to delete them from within . For this reason, you need to have suitable credentials available to allow you to delete the required file (or files) from your DMS.

Deleting a document

To delete a document from the Documents tab after you have enabled a DMS:

1. Open the Documents tab.
   • Jobs
     1. Select Jobs > Jobs.
     2. Drill down on the job number of the job you wish to work with.
     3. Select the Documents tab.

   • Clients
     1. Select Clients.
     2. Drill down on the name of the client you wish to work with.
     3. Select the Documents tab.

   • Quotes or estimates
     1. Select Business > Quotes.
     2. On the All Quotes tab, drill down on the number of the quote or estimate you wish to work with.
     3. Select the Documents tab.

   • Suppliers
     1. Select Business > Suppliers.
     2. Drill down on the name of the supplier you wish to work with.
     3. Select the Documents tab.

   • Leads
     1. Select Business > Leads.
     2. On the All Leads tab, drill down on the name of the lead you wish to work with.
     3. Select the Documents tab.
2. If required, navigate through any sub-folders until you find the document (or documents) you wish to delete.
3. Take note of the location and filename of the file (or files) that you wish to delete.
4. Open a new tab in your browser and log in to your DMS directly.
5. Locate and delete the file (or files) you identified in Step 3.