You can delete a document if you have the appropriate user permissions.
Use caution when deleting a document. Once the Delete button is clicked, the document is permanently deleted from the database. There is no warning or confirmation message before the document is deleted.
To delete a System Document, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click the Sites/Systems tab, and then in the Site Number column, click the hyperlink of the Site linked to the System for which you want to delete a document.
The Site record opens. Click the Systems tab.
A list of Systems attached to the Site is listed in the grid area. In the System Number column, click the hyperlink of the System for which you want to delete a document.
The System record opens. Click the Utilities tab, and then click on the Documents tab. Locate the document, and then click the Delete button (trashcan icon). The document is removed from the grid area.
