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Delete a Document From an Account

Use the Documentation panel to delete a document from the account displayed in the Work Form. You must have the Delete Documentation Permission.

To delete a document from an account

  1. In the Reference Panel navigation bar, click Available Panels and then click Documentation.

Documentatioin panel

  1. Click the Delete icon and then click OK.

  2. In the confirmation dialog box, click OK.

Related Topics

Data Grids

Documentation

Delete Documentation Permission