Delete a policy document
You can delete a policy document, or a specific version of a document, if it's no longer needed or is out of date. Deleting a policy permanently removes all versions of the document so always make sure you really do want to delete it.
- Go to Practice compliance > Policies & procedures.
- Locate the document you want to delete then on the sub-menu select Delete.
- Confirm that you want to delete. The document and its history is permanently deleted. You can now create a new policy document.
Delete a policy version
When working with a policy document, you can easily delete a previous version, which is useful if you know it's inaccurate, out-of-date, or you just want to keep one version current.
- Select the document you want to view. Previous versions are listed at the right-hand side.
- Hover over the version you want to delete and select the bin icon.
- Confirm that you want to delete the version. The specific version of the policy is deleted, allowing you to retain only relevant versions in the history of a policy.