Send a Document to the Recycle Pool

You can send a document to the Recycle Pool to prevent users from viewing and accessing it in the DMS. Only system administrators can reinstate documents sent to the Recycle Pool.

You must be the owner of a document, or have the required permission.

To send a document to the Recycle Pool:

  1. Navigate to the Information Zone, or the Documents tab on an entity record.
  2. Search for the document.
    For information, see Searching for Documents.
  3. Click > Send to Recycle pool.
  4. On the confirmation prompt, click OK.