Deactivate a document

To change the document state to Inactive, deactivate the document. This is useful when changes to a document have been put on hold. An inactive document can be reopened at any time.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

1. Navigate to the document record.

2. Right-click the header bar and select Deactivate Document.

   Note: To activate a document, right-click on the header and click Reopen Document.

Parent Topic:Create a document