Learn how to bulk-delete documents from a transaction in a Draft status on Proof.
(You can also choose to delete a single document.)
- If you use document templates, see Bulk-Delete Document Templates
❗ Deleted documents cannot be recovered.
Steps
- Log in to your Proof account.
- Click Send & manage from the navigation panel on the left:
- If you don't see the panel, click the caret to expand it.
- Select the transaction and go to Documents.
- Click Document actions.
- Select the documents you want to delete:
- Check the box next to each document -or- check the box at the top to select all documents.
- Some documents cannot be deleted, such as the eSign Consent Agreement. They will be greyed out and not selectable.
- Click 🗑️Delete in the box at the top.
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Are you sure? Click in the pop-up box to confirm:
- "Document deleted" appears in a green box at the top of the page to confirm the process is complete.
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