Delete Documents

Case Administrators belonging to a role with the DeleteDocuments permission can remove documents from sites. Please use this feature with great care. If you have not been trained or instructed on deleting documents, contact your Project Consultant or Catalyst Training.

To delete documents:

1. Bring back the records in the Results page.

2. In the Table view, select documents using the checkboxes.

3. Expand the Other Actions menu and select Delete Documents.

4. At Step 4, you must correctly enter the name of the site to verify deletion. This is an extra security step to ensure you are carefully considering the delete action.

One of the most important things to realize with this Delete Documents feature is that once the delete operation is complete, the documents and their associated data are permanently deleted from the Catalyst system. You cannot retrieve the documents on your own and are warned they will be permanently deleted. If you remove documents by mistake, contact your Catalyst Project Consultant or the Catalyst Resolution Center immediately and they may be able to assist. Additional items to consider include:

• Multiple Collections: If the documents you are deleting belong to multiple collections, you will receive a message displaying those collections. You should not delete documents belonging to a Predict Collection.

• Deleting Documents with Duplicate BegControl Values: On occasion, you may mistakenly upload the same documents through the Catalyst automated FTP, resulting in identical records with identical BegControl values on the site. If this happens, do not delete the documents from Insight through the Delete Documents feature. Initiate a ticket request with Catalyst via an email to support@catalystsecure.com (copying your Project Consultant). Provide the BegControl range of the documents you wish to have removed and the reason for the deletion. Catalyst must remove these documents for you. Deleting identical documents using this Delete Documents feature will permanently remove all records.

• Documents needing Immediate Deletion: If you need to have documents deleted from a site immediately, contact your Catalyst Project Consultant or the Catalyst Resolution Center. This is often necessary when mistakes are made with Uploads or when documents were inadvertently produced and a claw-back is issued.

To monitor your Deletion jobs, see Deletion-Jobs.