You can remove a document from the vault entirely — this deletes all its versions and history. This guide covers deletion.
💡 Tip — Who can use this Available to clients on the Access tier and above. You can only delete your own files.
Quick reference
| Step | Action |
|---|---|
| 1 | Confirm deletion of a document |
Step 1 — Delete a document
In the Documents workspace, use a document row's Delete action (available for files you uploaded). You'll be asked to confirm, since deletion removes all versions and history for that document.
Once confirmed, the document and all its versions are removed from the vault.
⚠️ Warning — Deletion is permanent Deleting a document removes every version of it. There's no undo. If you only mean to update a document, use Replace instead — that keeps the history. Use Delete only when you want the document gone entirely.
📝 Note — Clients can only delete their own files You can delete documents you uploaded to the Client Zone, but not files your advisor placed in the Advisory Zone. Ask your partner to remove advisory documents.