Before deleting a document in Veeva Quality Basics, carefully read the instructions provided and make sure you are following the right instructions for your scenario.
Scenario 1: Brand New Draft Doc
Follow these instructions if the document you want to delete is:
- In Draft state
- A document for which there is no major version
To delete the document:
Navigate to Document Workspace > Working Library, and open the document you want to delete.
Select Delete from the All Actions menu.
Click Delete.
Scenario 2: Doc Has Not Yet Had Any Approval
Follow these instructions if the document you want to delete is:
- Beyond Draft state (for example, In Authoring, In Approval, or Ready for Approval)
- A document for which there is no major version
To delete the document:
Navigate to Document Workspace > Working Library, and open the document you want to delete.
Select Send back to Draft from the Workflow menu.
Note If the document is In Authoring, you will need to cancel the workflow before you can send it back to Draft.Select Delete from the All Actions menu.
Click Delete.
Scenario 3: New Version of Steady State Doc
Follow these instructions if the document you want to delete is:
- A new version of a document with a prior version in a steady state (Final, Effective, Approved, or Obsolete)
To delete the document:
Navigate to Document Workspace > Working Library, and open the document you want to delete.
Navigate to the Version History and select Delete for the draft version of the document.
Warning Do not delete the steady state version.To edit a document’s metadata, click Edit Fields in the Information panel heading, edit the metadata as needed, and click Save.
