Delete policy or procedure documents
You can delete a policy document, or a specific version of a document, if it's no longer needed or is out of date.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.
You can also delete a document from the version history.
- Go to Practice compliance.
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From the Compliance list, select Policies & procedures. Any existing documents are shown.
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From More options icon, select Delete. Confirm that you want to delete. The document and its history is permanently deleted.
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You can also delete a document from the version history by selecting the document and hovering over the version history date, then 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.
