Where possible, we encourage you to upload document amendments to files to provide a rich document version history. However, it may be useful to delete these documents from the system altogether.
The ability to delete documents is permission-based. With the right permissions or where the document is a non-executed document that you have uploaded, you'll be able to follow these steps to remove your document from the platform.
Step 1. Open the desired document from your Document list.
From the resulting page, you'll find a document timeline showing its workflow, a document preview, space for supporting documents, and an activity feed in the bottom right hand corner of the screen.
Step 2. Click the Actions button in the top right hand corner of your screen.
Step 3. Select Delete document.
Top tip! Any associated sub-documents and internal documents will automatically delete upon deletion of the main document.
If you are deleting a sub-document, Plexus will show an additional pop-up notifying you about any implications on the workflow for the main document.
You may also like to check out this guide to pause or cancel a workflow.
If you do not have permissions to delete a document, reach out in our live chat or e-mail [email protected].