This article explains how to delete documents, including the permissions required, how document locking works, and why some documents cannot be deleted.
Deleting documents is restricted in certain scenarios to protect record integrity, particularly for documents linked to digital forms or signing workflows.
How to delete a document
- First, access the client portal relating to the document you'd like to download
- Access the 'Docs' tab in the left-side navigation menu
- Click on the 3 vertical dots (⋮) under the 'Actions' column inline with the document you'd like to delete, and select 'Delete'
- A pop-up will generate, click 'Confirm'.
- The document will then be deleted from the client's portal.
What permissions are required to delete a document?
In order to delete a document, you'll need to ensure that you've been assigned the relevant 'Modify' permission on the client record in question. The below help centre document explains how this can be adjusted by an admin user:
How do I manage staff permissions to client accounts via the Client list?
Why can't I delete a document even though I have permission to do so?
Documents that are uploaded as part of a digital form or as part of an eSignature request cannot be deleted from the client portal, regardless of user permissions. This applies to documents that are attached to a digital form, or produced as part of a completed eSignature request.
Documents uploaded in this way are protected by a permanent lock (perma lock). As a result, they cannot be unlocked or deleted from the Docs section of the client portal. This behaviour is intentional and ensures the integrity of completed records.
Completed digital forms and their associated documents cannot be deleted.
If you require to delete the eSignature request and the attached document - please view thew following help document:
How do I delete a document sent for signing?