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Deleting a Work Item

At times, you may want to delete a work item for housekeeping or compliance reasons. HotDocs Advance enables administrators to delete work items.

You must have the Site Administrator or Content Administrator role to delete a work item. Only Site Administrators can delete private work items which they do not own.

When you delete a work item, HotDocs Advance deletes all interview data and assembled documents. This action cannot be undone.

To delete a work item

  1. From the Work groups section, select a Work group.
  2. In the Work items list, select the Work item you want to delete.
  3. In the Details pane, click DeleteDelete.
  4. Click Delete.

The work item is deleted.