Delete documents in Verify
Documents can be deleted from the database in Verify in two ways:
- While verifying a document
- Directly from the Inbox
Delete a document while verifying it
To delete individual documents while they are being verified, click Invoice > Delete to delete the currently displayed document from the database.
This command is useful, for example, if a stray paper got mixed in with a batch of documents and does not belong in the system.
Note that this command does not delete the image file associated with the document. The image file must be deleted manually.
Delete documents directly from the Inbox
To delete one or more documents directly from the Inbox, complete the following steps.
- Expand and double-click a folder in the Inbox to display the documents it contains. Note that documents in the Uncertain separation folder cannot be deleted this way.
-
Select one or more
documents in the list displayed, right-click and click
Delete in the context menu, or press Delete
on the keyboard.
Note If User authorization is enabled in the system, you can restrict the ability to delete documents in Verify to specific users.