Delete a document

A document can be deleted at any time, if it is closed, by navigating through the Library to its location and using the Delete option. The document will also be automatically deleted from SharePoint

Delete an existing document from the Library

Word Add-in > CCH® Tagetik Disclosure ribbon bar > File > Open

  1. Click Open: the Library panel will open
  2. Double click on the folder where the document to be deleted is saved
  3. Single click the document and click on the Outline button
  4. Click on the three dots next to document to be deleted
  5. Select the Delete option.
  6. The System will delete the document and inform the user that this has been successful by showing the following message: “Deletion successfully completed”

Delete a document part from the outline of a document

Word Add-in > CCH® Tagetik Disclosure ribbon bar > Documents management > Outline >

  1. Open a document from the Library
  2. Click Open: the Library panel will open
  3. Double click on the folder in which the document is saved
  4. Double click on the document to be opened
  5. Click Outline
  6. Select the child document inserted in the outline
  7. Click on the three dots next to the document to be deleted
  8. Select the Delete option.
  9. The System will delete the document and inform the user that this has been successful by showing the following message: “Deletion successfully completed”