Deleting Entities

Modified on: Wed, 14 Jun, 2023 at 12:24 PM

Info! Your default Entity can be changed but cannot be removed. How to know which is my default entity?
Warning! The delete action is permanent and cannot be undone.

Depending on your role you may be able to delete an Entities. First go to the Entity Management page. Depending if the Entity has document assigned the system will display a different message.

Delete an Entity

1. Select the Entity and right-click or select Actions. Click Delete Entity. You can see the number of documents tagged to this entity on this page as well.

Entity Management page

Deleting an entity with no Documents

2. Confirm this action. All information under the details page will be deleted as well, and cannot be recovered. 

Confirmation to delete entity with no documents

Deleting an entity with Documents

2. If there are files tagged to this Entity you will need to re-assigned those documents in bulk to another entity.

3. Click on "Delete Entity".

Confirmation to delete entity with documents - Reassign

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