4.4.3.1.3. Deleting a Document

To delete a document associated with a record, first click the Documents tab in the record’s overview, and then click the Actions dropdown at the right hand side of the document you want to delete to display its action menu:

The document action menu button (highlighted)

Now click Delete:

The document action menu

You will be asked for confirmation before the document is deleted:

The document is deleted, and you will be returned to the Document tab in the record overview.

*When you delete a document in SharePortals, it is moved to the Recycle Bin of the SharePoint site where SharePortals is installed. Deleted documents can therefore be restored again through the SharePoint interface for that site, as long as they haven’t exceeded the Recycle Bin retention time or been deleted permanently from the Recycle Bin.