The Allow Users to Delete Original Documents setting provides the ability to delete the original documents sent for signature from the ENVELOPES tab. Once they are deleted, they cannot be recovered.
This article covers the following topics:
Enabling this setting
This setting is available under the COMPANY and PERSONAL tab. If you do not see the options described in this article and wish to add them, please contact your RPost Customer Success or Sales representative to enable them.
1. Click on the SETTINGS > Storage.
2. Scroll down the Option column and select Allow Users to Delete Original Documents to manage the setting.
- N: The option to delete the original document is disabled in the Envelopes tab.
- Y: The option to delete the original document is enabled in the Envelopes tab.
How to delete the original documents
To delete the original documents, follow these steps:
1. Click on the Envelopes option from the top navigation bar.
2. Look for the corresponding envelope, click on envelope expander to view the envelope data, and next, click on the green envelope icon to view the envelope actions. Select the more actions options.
3. To delete the original documents, click on the Original document trash icon.
Learn more about the Envelopes page, envelopes data and envelopes actions here.