Deactivate a document

task australia Updated Sep 10, 2026 1 min read t_DeactivateADocument.md
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To change the document state to Inactive, deactivate the document. This is useful when changes to a document have been put on hold. An inactive document can be reopened at any time.

Before you begin

Role required: document_management_admin

or

Role required: document_management_user

Procedure

  1. Navigate to the document record.

  2. Right-click the header bar and select Deactivate Document.

    Note: To activate a document, right-click on the header and click Reopen Document.

Parent Topic:Create a document

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