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Conga Support

Deleting a Document in a Document Package

The Administrator of a document package can delete documents from the package as negotiations progress, removing documents that are no longer needed, as well as old versions of a document.

Administrators can delete a document in the package from (1) Document Packages portlet in the Dashboard (2) My Place menu, and (3) Contract Profile.

Document Packages PortletEdit section

1.  In the Dashboard, locate the Document Packages portlet. 

2.  In the portlet, locate the package containing the document you want to delete.

3.  In the document package, locate the document, and click its  icon.

4.  In the Delete Document confirmation prompt, click Yes.

My Place MenuEdit section

1.  Click on MyPlace in the Navigation Toolbar.

2.  In the My Place menu, click the Document Packages link.

3.  In the Document Packages screen, locate the package containing the document you want to delete.

4.  In the document package, locate the document, and click its  icon.

5.  In the Delete Document confirmation prompt, click Yes.

Contract Profile

1.  Open the Contract Profile containing the document package with the document you want to delete.

2.  Click the Document Pkgs link.

3.  In the Document Packages screen, locate the package containing the document you want to delete.

4.  In the document package, locate the document, and click its  icon.

5.  In the Delete Document confirmation prompt, click Yes.

  Administrators can also delete a document by clicking on its icon in the Document Package Profile. To access the Profile, click the Document Pkgs link in the Contract Profile, locate the document package in the Document Packages screen, and click its  icon.