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Deleting Approved Documents

Document Management>Deleting Documents and Versions Workspace Manager user permissions. Kivo can be configured to allow workspace manag...

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Written by Casey Huxtable
Updated over 3 weeks ago

Document Management>Deleting Documents and Versions

Workspace Manager user permissions.

Kivo can be configured to allow workspace managers to delete approved documents. Kivo Support can set this workspace-level configuration.

Workspace Manager users can soft-delete finalized approved documents containing major versions (1.0, 2.0, 3.0, etc.).

Step 1: Enter Manager Mode.

Step 2: Select the" Ellipsis" icon > Deleted Document associated with the document that you want to delete.

Step 3: Select the reason for deletion and select Delete Document.

Step 4: The document that was soft-deleted will appear in the same location when in Manager Mode with a "trash can" icon for the document and the name in strike-through.

NOTE: Soft-deleting a document with approved versions will delete all versions, including approved and draft versions.

References

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