Deleting Documents From Gearbox

Deleting Documents From Gearbox

Overview

When a document has been attached in Gearbox, and you want to delete it, you can easily manage your documents within the system. Deleting documents ensures your records remain accurate and up-to-date. Whether you've uploaded the wrong file or no longer need a document associated with a particular record, Gearbox provides a straightforward process for removing attachments.
The Documents module must be active on your subscription to upload or delete documents.


Removing Documents

1. Click on Documents (1), then click Dashboard (2)
Removing Documents - Recent Documents


2. Click on the document you would like to delete (3)
Removing Documents - Documents


3. On the bottom left-hand side of the page, select the delete button (4) to delete the document that you have attached
Removing Documents - Processing Documents


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