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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Delete a document from a parent record

Delete documents directly from a parent record.

Before you begin

Role required: admin with admin access

or

Access permission: owner

or

User: owner

Procedure

  1. Navigate to the required record (for example, Incident).

  2. Select the Documents tab.

  3. Select and open the documents you want to delete.

  4. Select Delete.

Parent Topic:Linking documents to a parent record