Delete Document Workflow Button

The 'Delete Document' button can be used to delete documents from DataServ. All pages and associated metadata are removed from the application and no longer searchable. Once a document is deleted, it can not be restored to the application and would have to be reimported to place it back in DataServ.

This option is based on security. 

If you are looking to only delete pages from a document click for more information Add/Delete Pages

The 'Delete Document' button can be found under the 'blue' workflow button in the upper left corner of the Document Viewer screen.

To Delete a document:

Click the small drop-down arrow to the right of the Approve/Match Invoice button.

The Approve/Match Invoice dropdown will be displayed.

Select the 'Delete Document' option.

The 'Delete Document' window will be displayed, asking to confirm the deletion of the document. 

Click delete to permanently delete the document.