When you delete a document in Practice Online, it’s deleted permanently. The document will also be deleted from your client’s portal. And if the document is linked to MYOB AO/AE’s Document Manager, the link will be removed. UI Text Box |
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| If you delete a document that’s associated with an approval task (for digital signature), the related tasks and comments will also be deleted. If the document is associated with a general task, you can choose to keep or delete the associated task. |
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expanded | true |
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title | To delete a document |
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| In Practice Online, click Documents in the left navigation. Find the document you want to delete. Click the document’s Action button and select Delete Document. If the document is associated with a general task, and you want to delete the task as well, select the delete task option in the dialog. Click Delete.
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