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πŸ—‘οΈ Deleting Documents from e-manage|ONE

πŸ—‘οΈ Deleting Documents from e-manage|ONE

πŸ” Required User Rights

To delete documents from e-manage|ONE, you must have the following permission enabled:

  • βœ… Set / Modify Retention Dates

πŸ“Œ If you do not see this option, please contact your System Administrator to update your rights.

🧭 Step-by-Step: Permanently Deleting a Document

1️⃣ Navigate to the Document

  • Locate the document you want to remove

  • If it is a Project document, go to:
    Project β†’ History β†’ Documents

2️⃣ Set the Retention Date

  • Locate the Retention Date column

  • Enter today’s date

🏷️ This flags the document as eligible for deletion

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3️⃣ Open the Delete Review Window

From the Top Toolbar, navigate to:

Documents β†’ Review / Delete Documents with Expired Retention Date

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4️⃣ Select the Record Type

  • Choose the appropriate Record Type (Project, Vendor, Customer, etc.)

5️⃣ Delete the Document

  • Highlight the document(s)

  • Click πŸ—‘οΈ Delete Selected

⚠️ This action permanently removes the document from e-manage|ONE and cannot be undone.

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βœ… Best Practices

  • βœ”οΈ Confirm the document is no longer needed before deleting

  • βœ”οΈ Use retention dates intentionally to avoid accidental removal

  • βœ”οΈ Periodically review expired documents to manage cloud storage

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