Deleting a Document from a Plant

NOTE - this process removes a document from SEARCH AND INDEXING. If you wish to remove a document from indexing, follow the steps in Archiving a Batch.

To delete a document found in a search, follow these steps:

1. Expand the search result for the document you want to delete and click the Edit button on the left side of the search result

2. Click the white menu button (three dots) at the top right of the document editor screen

3. Click the Delete option and follow any prompts you are given

To delete a document found in a batch, follow these steps:

1. Navigate to the Indexing side of PropertySync by clicking the Indexing option on the Side Navigation Menu

2. Navigate to the "Batches" screen by clicking the Batches option on the Indexing Side Navigation Menu

3. To find a specific batch by its name, key the name in the "Batch Name" field

4. To view the documents in the batch, click the gray View Documents button in the "Actions" section of the row for the batch you would like to view

5. To display completed and incomplete documents in the batch, click the "Show Both" option above the batch documents list

6. To find a document with a specific instrument number, key the value you wish to find in the "Instrument Number" field

7. Click the white Delete button in the "Actions" section of the row for the document you would like to delete and follow any prompts you are given