How to delete a sent document

How to delete a sent document through the document action menu

Updated over a week ago

Sometimes the document that you sent out is wrong and needs to be deleted.

You can do that from either the dealboard if it's a sales document or in the document summary via the document action menu.

Once deleted you can find it under the tab "Document -> Deleted".

Please note!

  • You can't make a deleted document active again. If you have mistakenly deleted a document you will have to create a new version of it and send out the new copy.

  • You cannot download a deleted, lost, or recalled document.

How to delete a sent document

  1. Go to the active document.

  2. Click on the three dots up in the right corner.

  3. Choose β€œDelete document”.

  4. Tick in the option to send an email notification to the recipient that the document has been recalled.

  5. Click on Delete.

  6. Done!

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