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Delete a person's documents

This shows you how to remove documents from a person's record, for example an outdated certificate or a file added by mistake. You can delete one document or several at once.

Deleting is permanent

Deleted documents cannot be restored. If you might need a file later, download it first. See Download instead of sharing.

Before you start​

Delete one document​

  1. Open the People module, then Directory, and open the person's record. See Edit a person's details.
  2. Go to the Documents section of the record.
  3. Select the three dots at the end of the document's row.
  4. Select Delete.
  5. Check the file name, type and size in the confirmation, then select Delete document.

The confirmation to delete one document, with a warning that the file will be permanently deleted, the file's name, type and size, and the Delete document button.

A message confirms that the document was deleted. If Delete is greyed out, the file is attached to a competency or an issued document. Point at it to see where the file belongs.

Delete several documents at once​

  1. In the Documents section, tick the box next to each document you want to delete. Your selection is kept when you move between pages.
  2. Select Delete in the bar above the list.
  3. Check the list in the confirmation. It shows each document's name, type and size, in the same order as the table.
  4. Select Delete 3 documents. The button shows how many documents will be deleted.

The Documents list with three documents ticked, and the bar above it showing "3 selected" with the Delete, Download and Review & share buttons.

The confirmation to delete three selected documents: a summary of how many documents and how much space will be permanently deleted, one line per document with its name, type and size, and the Delete 3 documents button.

A message tells you how many documents were deleted.

What to expect​

  • Deleted together or not at all. If one of the selected documents can no longer be deleted, for example because someone else deleted it in the meantime, nothing is deleted. Refresh the page and try again.
  • Attached files are kept. If your selection includes files attached to a competency or an issued document, those files stay. The confirmation tells you how many are kept. If every selected file is attached, Delete is greyed out.
  • The rest of the record is not affected. Deleting a document does not change competencies, issued documents or any other details about the person.