Documents & professional boundaries

Correct or delete a document

Reviewed: 2026-10-15

Exact file and business identified; role permits the requested change. Use the controls available to your role and account; this guide does not perform the task.

Step-by-step guide

1. Find the file in its originating module.
2. For a label change, edit the supported name field and save.
3. For deletion, review affected records and whether pending messages depend on the attachment.
4. Cancel pending use first when the workflow requires it.
5. Delete only the authorized file and verify the recorded outcome.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.