Delete a document reference from document record

Remove and unlink a document reference from a document record.

Before you begin

Role required: admin with admin access

or

Access permission: owner

or

User: owner

About this task

Note: This action unlinks the document but does not delete the document.

Procedure

1. Navigate to Documents > Documents.

2. Select the document.

3. In the Document References tab, select the documents you want to unlink.

4. In the Actions on selected rows drop-down menu, select Remove.

Parent Topic:Document references