Documents can be deleted from the list view of the Documents tab within a Case Folder.
NOTE: You must have Delete permissions to Case > Documents Tab.
Neos Documents/SharePoint Files
Documents deleted in Neos will also be removed from SharePoint. If the original document is added back into Neos, it is also added to SharePoint with a new, unique user id.
NOTE: Documents deleted from Neos can be recovered from the SharePoint Recycle bin folder using the Restore option. The restored document will not automatically display in the list view of the Neos Documents Tab. Refer to Adding Documents from SharePoint to add these restored documents back to Neos.
If a linked document is deleted from SharePoint, the document entry is not deleted from the Documents Tab of the Case Folder, however, clicking the File name will cause an error in SharePoint (because the file does not exist).
Delete Document(s)
Single or multiple documents can be deleted from the Documents Tab. Refer to Accessing the Documents Tab for a list of Acceptable File Extensions that can be deleted.
Deleting One Document
To delete a single document:
Locate the document you wish to delete, click the down arrow menu next to the Details button, and select the Delete option.
Confirm your selection on the Delete document(s) message.
Click the Yes button to delete the single document.
Click the No button to abort the deletion.
3. A confirmation banner will display when the document has been deleted.
Deleting Multiple Documents
Multiple documents on the Documents tab can be selected for deletion using the Bulk Actions menu in the list view.
To delete multiple documents at one time:
Use the checkbox in the first column of the grid to select the documents you wish to delete.
Click the Bulk Actions dropdown and select the Remove option.
Confirm your selection on the Delete document(s) message.
Click the Yes button to delete the selected documents.
Click the No button to abort the deletion.
4. A confirmation banner will display when the selected documents have been deleted.
