Delete a document from a parent record

task australia Updated Sep 10, 2026 1 min read delete-doc-parent-rec.md
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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

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