You can delete one document from a record, or select several documents and delete them together. Deleting multiple documents at once is available on Business and higher subscriptions. Deleted documents cannot be recovered, and an e-signature request that is still out for signature is skipped, so it is never deleted by accident. You can delete multiple documents from a record’s Documents section or from the Compliance Center, where you can select documents across many records at once.
How do I delete one document?
You delete a single document from the Documents section of the record.
Open the record and select Documents.
Select the document you would like to delete.
Select File, and then select Delete.
If you try to delete an e-signature that is still out for signature, you see the message “This e-signature is still out for signature. Cancel the request to delete it.” Cancel the request first, and then delete the document.
How do I delete multiple documents at once?
You select the documents in the Documents section, and then use the Delete Selected button. This works in the Grid view, which shows a table, and in the List view, which shows tiles. It works on Contact, Company, Opportunity, and Placement Records.
Open the record and select Documents.
Select the view drop-down above the documents, and then select Grid or List.
Select the documents you want to delete. Hold Ctrl and click each document. In the Grid view, you can also drag to highlight several documents. Dragging does not select documents in the List view.
Select the Delete Selected button above the documents. The button shows how many documents you selected, such as Delete 4 Selected.
In the Delete Confirmation window, switch the confirmation from No to Yes, and then select OK. The window warns that this permanently deletes the documents and cannot be undone.
Review the Deleting Documents message, which tells you how many documents were deleted and how many could not be deleted, and then select OK.
💡 Pro Tip: Deleted documents cannot be recovered, so download any document you might need before you confirm. The confirmation window starts on No, which gives you one last chance to change your mind.
💡 Pro Tip: In the Grid view, use the Type and Last Updated columns to find documents of the same kind, such as old enrichment records, and then hold Ctrl to add or remove individual documents.
What happens to documents that cannot be deleted?
A document that cannot be deleted is skipped, and the rest of your selection is still deleted. The Deleting Documents message tells you how many were deleted and how many could not be deleted, such as “Deleted 2 documents. (2 documents could not be deleted).”
The documents that are skipped are eSignature requests that are still in progress, with the status Out for Signature. eSignatures with a status of Canceled or Completed can be deleted, both individually and in bulk.
Documents that are verified or waiting for verification are not protected. They are deleted like any other document, so check the Status and Verified By columns before you select them.
Can I delete documents from the Compliance Center?
Yes. The Compliance Center grid shows documents from many records, with the record name in the Parent Name column. Hold Ctrl and click each document, or drag to highlight several at once. There is no select all option. Then open the drop-down that shows the number selected, such as 8 Selected attachments, and select Delete. The Delete Confirmation window and the Deleting Documents result message work the same way as they do on a record, and eSignature requests that are still out for signature are skipped. This is available on Business and higher subscriptions. For the full steps, see What is the Compliance Center?
Who can delete documents?
Deleting a single document is available to everyone who has access to that type of document. Deleting several documents at once is available on Business and higher subscriptions.
For users who are not Admins, access depends on the document type. An Admin sets it in User Roles.
Go to Settings, then Security, then User Roles.
Select the User Role you want to update.
Open the Document Types section.
For each document type, such as Resume or E-Signature, select Full to let users with that role view, upload, edit, and delete documents of that type. Select None for no access.
Select Save.
Which records can I delete documents from?
You can delete multiple documents from the grid or list view of the Documents section on Contact, Company, Opportunity, and Placement Records.
Troubleshooting
Why do I not see the Delete Selected button?
Deleting multiple documents is available on Business and higher subscriptions. Also check that you have selected at least one document. The button shows how many you selected.
Why were some of my documents not deleted?
eSignature requests that are still out for signature are skipped. Cancel the request and delete the document again. Canceled and completed eSignatures can be deleted.
Why do I see “Cannot Delete Artifact” when I delete one eSignature?
The eSignature is still out for signature. Cancel the request first, and then delete the document.
Why can I not delete a certain type of document?
Your User Role may have that document type set to None. Ask an Admin to set it to Full in User Roles, under Document Types.
Why can I not select several documents?
Hold Ctrl and click each document. In the Grid view, you can also drag to highlight documents. Dragging does not work in the List view.
What to share if it still does not work: the type of record, the number of documents you selected, the message you saw, and a screenshot of the Documents section.
Key takeaway
Delete one document by selecting it and choosing File, then Delete. On Business and higher subscriptions, you can select several documents in the Grid or List view by holding Ctrl and clicking, or by dragging in the Grid view, and then use Delete Selected. You must confirm because the deletion is permanent and cannot be undone. E-signature requests that are still out for signature are skipped, and everything else in your selection is deleted. Verified documents and documents waiting for verification can be deleted, so check before you confirm. You can delete multiple documents from a record’s Documents section or from the Compliance Center, and both work the same way.