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Home > Accounts Payable Help Articles > Your Dashboard > Search & Reporting > Helpdesk Article: How to Delete a FileOnly Document
Helpdesk Article: How to Delete a FileOnly Document
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How to Delete a FileOnly Document

Deleting FileOnly documents is slightly different from deleting regular documents. Follow the steps below to successfully delete a FileOnly document:

Step 1: Adjust the URL

  1. Navigate to the document you want to delete.
  2. In the URL bar of your browser, find the word "view".
  3. Replace the word "view" with "edit".
    • For example, change:
      https://www.smartofficeap.com/documents/view/62fe2f05323a3000136e298c
      To:
      https://www.smartofficeap.com/documents/edit/62fe2f05323a3000136e298c
  4. Press Enter to load the page with the updated URL.

 

Step 2: Check Backup Document Settings

Before attempting to delete the document, ensure that the "Prevent deletion of backup documents" setting is turned off:

  1. Go to the relevant settings page in your system.
  2. If backup documents are enabled, locate the "Prevent deletion of backup documents" toggle.
  3. Ensure this toggle is set to off.
    • When this toggle is on, the "Delete Backup Document" button will not appear, preventing the deletion process.

Step 3: Delete the Document

  1. Once you've replaced "view" with "edit" in the URL and ensured the backup document setting is disabled, navigate to the document edit screen.
  2. Look for the delete option on this screen and proceed to delete the FileOnly document.
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