Delete a document

Use these instructions to delete documents from when there is no document management system (DMS) enabled.

Once deleted, a document cannot be recovered, so please ensure that you delete only those documents that are no longer required.

If a DMS is enabled, use the instructions: Delete a document (with DMS enabled).

To delete a document from the Documents tab:

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. On the Documents tab, you can delete a document in two ways.
   • Click the Delete icon (at right) for each document you wish to delete, and confirm deletion.
   • Select the checkbox to the left of the name of each document you wish to delete. Click Delete and confirm deletion.