What is covered in this article?
Why is this important?
School's often require a range of documents to be submitted when filling out a variety of forms. Some of these can contain sensitive information such as birth certificates, medical records etc. and some of these may only need to be sighted and not maintained on file for compliance and data retention policies.
As a result, you can now delete a file but maintain the meta data with the form submission.
Deleting Documents
Documents can be deleted from a specific form entry by going to the form entry details screen.
- Go to Form Entries> Apply Forms
- Click the edit icon for the form submission that contains any relevant documents that have been submitted
- Once on the form details screen you will have two options to delete documents
- Choose the DELETE DOCUMENTS button at the top of the form to remove all docs, or
- Click the Delete icon next to each individual document
- On Delete, a Dialog is presented giving you the option to maintain the record
- Make sure Keep record of these document submissions is selected
- Click DELETE FILES, KEEP RECORDS
- The original information is maintained for reference purposes
Note that if Keep record of these document submissions is not selected both the file and information related to that file will be deleted.