Documents, naming and customisation · Guide 537 of 624

Delete a submitted document

RockifyERP doesn’t delete submitted documents directly. Cancel first, and delete only if your policy allows.

How to do it in RockifyERP

  1. Cancel the document.
  2. Cancel any linked documents first if asked.
  3. Delete the cancelled document if needed and permitted.

Tip: Keeping cancelled documents gives a clearer audit trail than deleting.

Need more help with RockifyERP?

Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.

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