Delete a document from a parent record

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Delete documents directly from a parent record.

    Antes de Iniciar

    Role required: admin with admin access

    or

    Access permission: owner

    or

    User: owner

    Procedimento

    1. Navigate to the required record (for example, Incident).
    2. Select the Documents tab.
    3. Select and open the documents you want to delete.
    4. Select Delete.