πŸ—‘οΈ Deleting Documents

Learn how to delete documents in Triark Cloud. This guide explains how document deletion works and who can perform it.
πŸ“– Read time:
2
min
πŸ”– Category:
Document

In Triark Cloud, you can delete documents directly from the Document List View. This function helps keep your document list relevant and free from outdated or incorrect files.

Important: You can only delete one document at a time.

βš™οΈ How to Delete a Document

  1. Open the Document List View
    Find the document you want to delete.
  2. Select the Record
    Click the document record to select it.
  3. Click "Delete"
    Use the Delete button in the top menu or in the document actions.
  4. Confirm Deletion
    A confirmation popup will appear to avoid accidental deletion.

πŸ” Who Can Delete Documents?

Only users with the correct permissions or roles can delete documents. Typically:

  • Project Managers
  • Administrators
  • Users with specific document control rights

⚠️ Deletion Rules and Traceability Restrictions

Triark Cloud follows traceability principles to protect your document structure. Because of this, not all documents can be deleted.

Some deletion rules include:

Rule
Explanation
Connected Documents
If a document has connections to other records (e.g., references), it **cannot be deleted**.
Locked References
Some references are **not possible to remove** due to traceability requirements.
Traceability Protection
The system prevents deletion of documents if it would break **critical links or logs**.

πŸ› οΈ Example Use Case: Cleaning Up Documents

A team may use the delete function to:

  • Remove test documents created during onboarding
  • Delete cancelled project files that were never used
  • Clean up mistakes or incorrect uploads during document registration

By maintaining strict deletion rules, Triark Cloud ensures audit trails and traceability are never compromised.

❓ FAQ

Q: Can I delete multiple documents at once?
No, you can only delete one document at a time.

Q: What happens if the document has connections?
If the document is linked to other records, the system will block the deletion to protect traceability.

Q: Who can delete documents?
Only users with delete permissions in their role settings can perform this action.

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