You can delete a document in two places:
From one Account — Removes that document record, including its history, from that Account only
From your company's document list — Removes the document from every Account that has it, at every level
Before You Delete
WARNING:
Deleting a document from your company's document list removes it from every Account, whether it's at the Account, Enrollee, or Enrollment level
Deleting a document from an Account removes that record and its history
Deleted documents usually can't be restored. If you delete one by mistake, contact us through chat right away.
Only delete a document if you don't need to keep its history
If you only need to update a document, you don't have to delete it:
To replace an uploaded Required Document, see How to Upload, Complete, or Replace a Required Document
To update an E-signature Document and keep past signed copies, see How to Edit or Replace an E-Signature Document
Find the Document on an Account
Go to Enrollees > Documents. This page may be called Students, Children, or something else in your account.
Search for the Enrollee in the Type to Filter box, or use Document Finder to list every Enrollee who has a specific document. Learn how to filter documents.
Click the Enrollee's name to see their documents
NOTE: You can't delete documents in bulk. Delete them from each Account one at a time.
Delete a Required Document From an Account
Hover over the document to show the trash can icon
Click the trash can icon
Click Delete, then click Delete Anyway
Delete an E-signature Document From an Account
Step 1 — Cancel the Signature Request
If the document isn't fully signed yet, cancel the signature request first:
Hover over the document and click the cancel icon (the circle with a line through it)
Click Continue, then click Continue Anyway
NOTE: Canceling a signature request can't be undone. Signers can no longer sign the document. You're still charged $2.50 for the signature request, whether it was fully signed, partly signed, or unsigned.
Step 2 — Delete the Document
Hover over the document again to show the trash can icon
Click the trash can icon
Click Delete, then click Delete Anyway
Delete a Document From Your Company
Go to Forms > Documents
Click the trash can icon next to the document
Click Delete
WARNING: This removes the document from every Account that has it, at the Account, Enrollee, and Enrollment levels.
