Delete a document reference from document record

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • Remove and unlink a document reference from a document record.

    始める前に

    Role required: admin with admin access

    or

    Access permission: owner

    or

    User: owner

    このタスクについて

    注:
    This action unlinks the document but does not delete the document.

    手順

    1. Navigate to Documents > Documents.
    2. Select the document.
    3. In the Document References tab, select the documents you want to unlink.
    4. In the Actions on selected rows drop-down menu, select Remove.