Deleting a File

You can delete a file from Document using the right-click menu or by dragging files to the recycle bin on the button bar. The files you can delete depend on the access rights and permissions assigned to you. You cannot delete files that are locked, checked out, or being edited by another staff member. When you delete a file that is in an extended storage area, you can choose to delete the file from Document only or from both Document and the extended storage area.

Note: If you select to delete multiple files at the same time, and some files are in extended storage and some are in managed storage, the option to delete is disabled.

Important: Your ability to restore a deleted file from the recycle bin depends on the purge options your firm has set for the recycle bin. See your Document administrator for more information.

To delete a file, do the following:

1. Locate the file in Document Central The main window where most Document tasks originate. Document Central contains several tabs that display lists of files, file groups, discussions, tasks, and recent entities..
• Use the navigation panel to locate the file by entity. Locate and select the entity the file belongs to on the navigation panel. Then, select the File List tab on Document Central to view all files for the entity. You can filter or sort the grid on this tab as needed to find a specific file.
• Search for the file. Document offers both a quick search and an advanced search. You can use filters and wildcard characters to help you limit your search to relevant results.
2. Do one of the following:
   • Right-click the file, and then select Delete.

   Note: The items on the right-click menu vary depending on your permissions and security group assignments. Administrative users can change permissions and security group assignments in Administration Manager. See the Administration Manager Help and the topic Managing Access in CCH® ProSystem fx® for more information.

   • Drag the file to the Recycle Bin on the button bar.
3. If you are deleting a file stored in an extended storage area, select one of the following:
   • Keep file(s) in the storage area but remove from Document. The file is deleted from Document only. The file will still be available in extended storage.
   • Delete files in the storage area and remove from Document. The file is deleted from both the extended storage area and from Document.

   Warning: Files in extended storage areas do not go to the recycle bin. They are purged from the system.

4. Click Yes to confirm that you want to delete the file.