Deleting a document or form letter permanently removes it from the database server. You will be unable to delete a form letter that has been assigned to a mail record. Instead of deleting form letters that have been used, you should make them inactive. Inactive letters remain on the system and linked to mail records so that you have a permanent record of correspondence sent and the ability to produce a printed copy of the letter at any time in the future. Inactive letters are not available for new mail. Note that if the deleted document was attached to a Workflow record, the workflow record is updated with an audit note which includes the user who delete the document and the date and time it was deleted.
To delete a document:
Find the document you want to delete by searching for it through Document Library.
Click the document name to go to the Document Record page.
Select the Delete action and click the Yes button in response to the confirmation message.
Note: If your IQ user ID has been granted access to Security Lock #225 (Mass Delete), you can also delete documents from the Documents Search Results page. If your user ID has access to Security Lock #215 and not Lock #225, the Delete action is only available from within the Document Record page.