Be careful deleting Documents (Required OR E-Signature Documents)!
Consequences of Deleting a Required or E-signature Document:
If you delete one of these Documents, it deletes the Document from EVERY Account (whether it was at the Account, Enrollee, or Enrollment level).
We will be working on adding an Archive capability to Documents to preserve history at some point in the future. In the meantime, DON'T DELETE a Document unless you don't need to preserve it for historical data purposes.
However, if you find that you did delete a Document you want to keep, let us know in the chat button. We may be able to recover it.
Delete Individual Documents
An Admin can delete individual Documents at any time in the Documents tab. See this support article for steps.
How to Delete a Required or E-Signature Document
To delete a company Required or E-Signature Document, go to Forms > Documents page. Click the trashcan icon beside the Document you want to delete, then click "Delete."
WARNING: If you delete one of these Documents, it deletes the Document from EVERY Account (whether it was at the Account, Enrollee, or Enrollment level).