Delete Documents in Opportunities
If you accidentally upload a document to a placeholder that is conditionally required or optional there is no way to delete the uploaded document (this goes for required placeholders too, but a document should be uploaded there regardless.) If that placeholder is not needed for that opportunity the document is stuck there forever. Updating the document does no good if that placeholder isn't needed for that file.
Brian Schumacher
shared this idea
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Michael Zazzera
commented
I think as long as document has not been reviewed by Principal Broker...you should be able to remove documents.
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Wendy Gonzalez
commented
We definitely need this
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Kerstin O'Mara
commented
Please address, thank you!
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Liz Donahue
commented
I think this should be an option. Our files would be so much better and also for our reviewing brokers and would save time. The fact that this isn't an option...
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dougspicher
commented
I recently ran into this situation. Should be able to delete/archive or move documents uploaded in error
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LABS Team
commented
After files have been submitted to compliance there is no way to remove a mistakenly placed document. Also for some reason the folders tend to flip to the wrong one as you add a document and get placed entirely in the wrong folder. Then you can't remove them if the folder was previously submitted. It would be nice if A. We could still remove them after the folder has been submitted as there are often more docs to be added after submitting the folder and B. Create a button that allows docs to be moved to the correct location/folder if they were mistakenly placed.