Documents can stored and accessible in two different locations on the platform: In The Library and in the Data Room(s) of a given Pathway, or multiple Pathways. A document may be in your library, but not be in use in any Pathways, conversely it might be used as a supporting document in a Pathway but might not be stored in the library. Here are the different ways you can delete documents in Pathways: 

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Delete a Document from The Library

If you wish to delete a file from The Library, find the file in the list of Documents. Click the ‘ellipsis’ at the far right of the file row to pull up a a list of file options: Rename, Download and Delete. Select the ‘Delete’ option from the ellipses beside the file you wish to delete. 

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The following confirmation prompt will display.

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Select ‘Yes’ and the file will be removed from the company’s library. 

Please note, if the file was added to a transaction before being deleted, the file will still be accessible within the Pathways Data Room.

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Delete A Document From The Data Room

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Once you’re in the Pathway you wish to delete a document from, navigate to the Data Room. On the Data Room screen, click the ellipse for the file you want to delete.

There will be two options: ‘Download’ and ‘Delete’. Select ‘Delete’.

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If you delete a document from a Pathway's Data Room, it will not be deleted form the library or any other additional Pathway Data Rooms that it is stored in.

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