Unlink documents from a parent record

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

    • Remove and unlink documents from a parent record when they are no longer relevant.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Hinweis:
    This action unlinks the document from the parent record but doesn’t delete it from the repository.

    Prozedur

    1. Navigate to the record (for example, Incident).
    2. Select the Documents tab.
    3. Select the documents you want to unlink.
    4. In the Actions on selected rows drop-down menu, select Remove.