Unlink documents from a parent record
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- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Now Platform Capabilities
Remove and unlink documents from a parent record when they are no longer relevant.
Before you begin
Role required: admin
About this task
Note: This action unlinks the document from the parent record but doesn’t delete it from
the repository.
Procedure
- Navigate to the record (for example, Incident).
- Select the Documents tab.
- Select the documents you want to unlink.
- In the Actions on selected rows drop-down menu, select Remove.