Deactivate a document

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read
  • To change the document state to Inactive, deactivate the document. This is useful when changes to a document have been put on hold. An inactive document can be reopened at any time.

    Before you begin

    Role required: document_management_admin

    or

    Role required: document_management_user

    Procedure

    1. Navigate to the document record.
    2. Right-click the header bar and select Deactivate Document.
      Note:
      To activate a document, right-click on the header and click Reopen Document.