How to Delete X-DOC document?

Overview


Deleting an X-DOC document allows users to remove unwanted or outdated proposals from the system to keep their workspace clean and organized.


Method 1: Deleting from the Dashboard Page


  • Navigate to the X-DOC dashboard. Locate the document you want to delete. Click the Action menu (three dots ⋮) and select Delete.



Method 2: Deleting from the Proposal Page


  • Open the proposal you want to delete.
  • In the top-right corner of the page, click the Actions button, then select Delete from the dropdown menu.



Please note: Deleting a document is a permanent action and cannot be undone. Ensure you have saved any necessary information from the document before proceeding with deletion.



Updated on: 08/25/2026

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