Articles from the Customer Success Team

Deleting job documents

Last updated on August 22, 2025

Learn how to permanently delete a job document so it is removed from the system for all users and from associated jobs.

Prerequisites:

  • Only Business Admins and Managers can delete documents.
  1. Go to Job Docs dashboard.
  2. Select the document you want to delete.
  3. Click the blue Actions button in the top right corner and choose Delete from the dropdown menu.
  4. A confirmation screen will appear. If you are sure you want to delete the document, type delete to confirm.
  5. Click Yes.
  6. The document will then be permanently deleted from the Job Docs workspace.
  1. Go to the Job Docs dashboard.
  2. Select the document you want to delete.
  3. Tap the blue Actions button at the bottom.
  4. Tap Delete this document.
  5. Confirm by selecting Yes.
  6. The document will then be permanently deleted from the Job Docs workspace.

⚠️ Note

  • Once deleted, the document cannot be recovered. Make sure you have selected the correct file before confirming.
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