Overview

Draft and steady-state documents can be deleted from SiteVault. Site Staff users can delete Draft versions of documents that they have created. Site Administrators can delete any document, regardless of who created it or what state it’s in.

Deleting a Draft Document

1. Open the document to delete.
2. Select the All Actions menu.
3. Select Delete. This action also deletes all versions (if they exist) of the document. If you only need to delete a specific version of the document, expand the Version History section of the document’s information panel, and select Delete from the actions menu for that version. Deletion of a Draft document is not captured in an audit trail.

Deleting a Steady-State Document

1. Open the document to delete.
2. Select the All Actions menu and select Delete All Versions.
3. In the dialog box, select a reason for the deletion, enter any optional comments, then select Continue. SiteVault closes the dialog box and removes all versions of the document while retaining the document’s audit trail for compliance purposes.

Viewing Deleted Document Records and Audit Trails

1. To view deleted document records, navigate to the Reporting > Deleted Document Records tab.
2. If you want to view additional details and access the audit trail for a record, select the link in the Details & Audit Trail column.
3. If you want to view the audit trail, expand the Full Document Audit History section and select the link for the audit trail.