How to Delete a Site Document (or mark as ‘Not required’)

Staff members with the View Site Details permission have access to specific document management features. These users can manage Site Documents by viewing or editing them but can only delete the documents they own. When a document is deleted, the file in the Document History is also removed. If the deleted document is the last one in its assigned Site Document Category, the document is marked with a 'Pending Upload' status, but the file itself is deleted.

To delete a Site Document, follow these steps:

1. Log in and navigate to Sites > Sites.

2. Select View Site to enter the site details.

3. In the Site Documents section, you can either go to Actions > View Documents or View Site Documents.

4. Select Manage > View / Edit next to the document.

5. Further more select Edit.

6. On the next screen select Delete to have the document removed or tick the Not Required checkbox > Save Changes , to remove it from the document list if it is no longer necessary.