Delete a document reference from document record

Remove and unlink a document reference from a document record.

Before you begin

Role required: admin with admin access

or

Access permission: owner

or

User: owner

About this task

Note:

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

Procedure

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.