Remove your document

You can remove (delete) a pending document iteration from the database if it's not used by another document, part or change form. You can never remove a released or canceled iteration.

  • If there's only one iteration of the document, then removing the iteration deletes the entire document record from the database.
  • If there's more than one iteration of the document, then only the pending iteration is removed. Any released or canceled iteration remains in the database.

If you are the document iteration's trustee or a document analyst, then you can remove the document iteration only while it's at the Pending release state.

If a document has no released iteration, and it's on a pending item's References: Markup list, then it's blocked from deletion. You can remove the document from the system only after you edit the list to remove the document. Pending iterations on a change form's Affected list must always be deleted from the change form before they can be removed from the system.

To remove a pending document record:

  1. Open the document. If it's open, select it to that you can view it.

  2. On the Item menu, select the Remove Object command.

    The Remove Object command is applied to the document. Do not select any other window. You cannot undo this command.


Help Guide Contents [as PDF]