Manage documents

Delete documents

Users need to be granted permission to delete documents.

Users will be assigned Read access when given Delete or Undelete rights.

To assign document-wide permission to delete:

1. Click Administration.

2. Select Configuration.

3. Click Document Templates.

4. Click the padlock icon next to the document template (or category) you want to assign permission to.

5. Select the Delete checkbox next to the relevant security groups.

6. Click Save Changes.

To delete a document:

1. From the global navigation, click Search, and search for a Student.

2. Click the document icon.

3. Select Document Template.

4. Click More, then click Delete Document.

   1. To prevent recording this action, select Prevent recording of event.

   2. To permanently delete the document, select Purge document now (prevents undeleting).

5. Click Delete.

6. Click Ok.

Undelete documents

Users need to be granted permission to undelete or restore documents.

To assign document-wide permission to undelete:

1. From the global navigation, click Administration and select Security.

2. Click the security group you want to assign permissions to.

3. Click Edit Properties/Privileges.

4. Within Student Profiles & Documents Privileges, select the required option for Undelete Documents:

   1. Grant System-wide

   2. Grant Location-wide

   3. n/a

   4. Deny System-wide

   5. Deny Location-wide

5. Click Accept.

To undelete a document:

1. From the global navigation, click Search, and search for a Student.

2. Click the document icon.

3. Click More, then click Undelete Document.

4. Select the document you want to retrieve.

5. Click Undelete.