Hide/Delete Company Documents used in Emails
Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.
Taylor Edwards
shared this idea
-
Chad
commented
The only work around we've found is to create a folder titled "Documents No Longer Used - DO NOT USE THESE", and move any expired or old documents to that folder so only the current or approved ones are in the folder to be used. We've also moved the do not use folder to the very bottom in the list order which for the most part puts it out of sight out of mind.
-
Rob O'Brien commented
I would like to delete or hide my old COI and BWC documents so my sales reps don't have the ability to send the expired ones.
-
Anthony Viglione commented
Sometimes, company documents cannot be deleted if they are in any existing email threads. Need to be able to delete or hide them from the company documents regardless.
-
Bryan Welborn
commented
It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions
-
Angelica Tooman commented
Please make a way to delete company documents even if they have been used in a contact, should be able to delete it moving forward.