Request Document Deletion

Purpose/Overview

The Document Deletion Request feature allows users to request removal of documents while maintaining control and approval workflows. 

Navigation Path:

Accessible from any Documents list 

Things to Know:

• Documents cannot be deleted directly
• Deletion requires approval
• Notifications are sent for tracking requests

Key Benefits/Use Cases:

• Controlled Deletion: Prevent accidental data loss
• Approval Workflow: Ensure proper authorization
• Audit Compliance: Maintain deletion records

How It Works:

Requesting Deletion

Step 1: Right-click the document

Step 2: Select Request Delete

Step 3: System creates a deletion request

Step 4: Request is sent for approval

Step 5: Notification appears on the dashboard

Related Features/Next Steps:

• Upload Documents (Project/Parcel/Agreement/Customer Outreach)
• Manage Document Versions

FAQ/Troubleshooting:

Q: Can I delete a document immediately?
A: No, deletion must go through an approval process.

Q: How do I know if my request is approved?
A: You will receive a notification on your dashboard.

Questions?  Contact us