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Deleting a Document in the Workflow

How to delete a Document in the Workflow

  1. From the main menu, click on “Workflows”.
    • Note: If you want to add a second workflow, you’ll find the workflows in the main menu named after the type of the first workflow. For example, if the type of the first workflow is “Car Contracts”, workflows will appear in the main menu under the name “Car Contracts”.
  2. Click on the document associated with the workflow you want.
  3. Click on the “Delete” button.
  4. Click on “Yes” when the confirmation message appears.
  5. Note: The software will delete the document associated with the workflow, along with all the operations performed within it, such as invoices, purchase invoices, expenses, appointments, and others.