Custom content created by the Company Admin can be deleted by the Company Admin if it is no longer needed. If the content is in use by the company users, it cannot be deleted.
The system will help identify if content is in use before deleting it from the database.
To remove custom content, first enter the module which the content is related to.
NOTE: Most of our content tables have a search bar to help with locating content.
Once the content has been located, select the action button to the right of the content. This will load a small menu. If the content was custom made by the Company Admin, there will be an option to "Delete". To delete the content, select the "Delete" option.
NOTE: If the delete option does not appear, the content is not custom. You can hide this from the Company Users by changing the visibility (if it is not in use).
This will load an "Are you sure" message. To continue, select "Delete".
If the content is not in use, the system will delete the content and give a confirmation message. Where the content is in use, the system loads a pop up window displaying all of the documents which are using the content.
The Company Admin can make a note of the documents and who they are assigned to, or they can use the "Export list" button at the top of the pop up window to download a CSV file with the information.
If the content needs to be removed from the database, the Company Admin can now work with the company users to remove the content from the listed documents.
