The Document Management module allows the deactivation of a document so that it is no longer used due to its discontinuation.
If your user is not responsible for drafting the document, you can request its deactivation from the author. For more details, refer to this article.
But if your user is responsible for drafting the document, follow the steps below to deactivate it.
Go to the Search menu, locate and select the document you want to deactivate. You can use the filters to refine your search. For more details, refer to this article.
The screen with the document query details will then open. To learn more about this screen, refer to this article (article in development). To proceed with the deactivation, select the Details option.
The document details screen will open. To learn more about this screen, access this article (article in development).
Next, the system will display the "Deactivate" option. To proceed with deactivating the document, select it.
That way, just provide the reason for deactivation in the reason for deactivation field and click Deactivate.
Next, the document will be deactivated immediately, and the system will display the message
Document deactivated.
