Deleting Custom Documents

Overview

Only custom documents can be deleted. Deleting a custom document removes it and its associations from your organization. This action is irreversible. Default documents cannot be deleted; they can only be deactivated.

When to Delete

• The custom document was created by mistake.

• The document is no longer needed and you want to remove it entirely.

• You are cleaning up duplicate or obsolete custom documents.

How to Delete a Custom Document

To delete a custom document:

1. Navigate to the custom document detail page.

2. Click Options and select Delete document.

3. In the confirmation dialog, review the document name and any warning (e.g., linked controls count).

4. Confirm deletion (e.g., click Delete or Delete document).

After deletion, the document is removed from the Documents list and cannot be restored.

Important: Delete document appears in Options only for custom documents. If you do not see it, the document is a default document and cannot be deleted; use Deactivate document instead to exclude it from metrics.