Delete a document reference from document record

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Remove and unlink a document reference from a document record.

    Vorbereitungen

    Role required: admin with admin access

    or

    Access permission: owner

    or

    User: owner

    Warum und wann dieser Vorgang ausgeführt wird

    Hinweis:
    This action unlinks the document but does not delete the document.

    Prozedur

    1. Navigate to Documents > Documents.
    2. Select the document.
    3. In the Document References tab, select the documents you want to unlink.
    4. In the Actions on selected rows drop-down menu, select Remove.