Delete a document reference from document record

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

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

    Antes de Iniciar

    Role required: admin with admin access

    or

    Access permission: owner

    or

    User: owner

    Por Que e Quando Desempenhar Esta Tarefa

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

    Procedimento

    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.