Deactivate a document

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

    • To change the document state to Inactive, deactivate the document. This is useful when changes to a document have been put on hold. An inactive document can be reopened at any time.

    Antes de Iniciar

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procedimento

    1. Navigate to the document record.
    2. Right-click the header bar and select Deactivate Document.
      Nota:
      To activate a document, right-click on the header and click Reopen Document.