The grid is the overview page of the DocCentre, where you can see all of your Document Requests in their various stages. From the main grid you can clone or delete your document requests.
Cloning a Document Request
- Under the toolbar column, click on the clone button:
Deleting a Document Request
You will only be able to delete a Document request in the DRAFT status.
TIP: Check the Status column to verify the status of your request.
- Under the toolbar column, click on the delete button:
- Note: If you delete a record you not be able to retrieve it.
- Click Delete