Delete a document reference from document record

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분
  • Remove and unlink a document reference from a document record.

    시작하기 전에

    Role required: admin with admin access

    or

    Access permission: owner

    or

    User: owner

    이 태스크 정보

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

    프로시저

    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.