Delete Documents

Key users are able to delete documents that have been submitted by supplier(s) when responding to a questionnaire. This ensures that documents are not retained for longer than needed and compliance is kept.

To access Delete Documents head to Supplier Management from the left-hand side menu and click Delete Documents.

Once here you will be able to see a list of documents that you can delete. You can sort the documents by:

• Filename
• Publication Name
• Supplier
• Questionnaire
• File Size
• Upload date
• Expiry
• Status

• To do this click on the column name you would like to sort by and the software will automatically sort the documents based on your selection

You also have the options to filter documents by Supplier and/or Questionnaire, you can choose both filtering options or just one.

• To do this click the drop down next to Supplier and/or Questionnaire and select the desired option.
• Once you have selected your option(s) from the drop-down menus the software will automatically filter out the results based on the filters you have chosen.
  • If no results are produced based of your filtering requirements a message will be displayed stating No records found
• Once you have located the document you would like to delete press the Delete button next to the document.
• A pop-up window named Delete file Notes will open where you should enter your reason for deleting the document, e.g., GDPR Compliance
• Once you have entered in your reason for deleting the document press the Delete button again
• A pop-up message will appear informing you to click OK and warning you that this action can not be undone.
  • You still have the option to undo this by pressing Cancel

Please note that the relevant supplier will not be notified that their file has been deleted. The Deleted tab shows all the files that have been deleted. Once documents have been deleted you will no longer be able to preview or download them. 

As before, you have the option to sort and filter the deleted documents. You can sort the documents by:

• Filename
• Publication Name
• Supplier
• Questionnaire
• File Size
• Upload date
• Expiry
• Status

• To do this click on the column name you would like to sort by and the software will automatically sort the documents based on your request

You also have the options to filter out deleted documents by Supplier and Questionnaire, you can choose both filtering options or just one.

• To do this click the drop down next to Supplier and/or Questionnaire and select the desired option.
• Once you have selected your option(s) from the drop-down menus the software will automatically filter out the results based on the filters you have chosen.
  • If no results are produced based of your filtering requirements a message will be displayed stating No records found