To delete and restore and permanently delete a personal forms

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[Individual Set-up] To delete and restore and permanently delete a personal forms

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  • My info > personal workflow management > Personal Docs Form Management
  • My info > personal workflow management > Personal deleted form management
  • You can delete personal forms.
  • You can restore or permanently delete deleted personal forms.
    • Documents drafted using the permanently deleted form can only be viewed by admin.

 

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STEP 1 Browse to Personal Docs Form Management Page

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  • Access Docswave > My info > personal workflow management > Personal Docs Form Management
  • Access Docswave > My info > personal workflow management > Personal deleted form management

 

STEP 2 Delete Personal Form

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  • Check the check box in front of the form name you want to delete.
  • Click the Delete form icon in the top right trash can shape.
  • Deleted forms can be found on the [Personal deleted form management] menu. 
  • Deleting a form does not delete documents drafted using that form.

 

STEP 3 Restoring Deleted Personal forms

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  • By default, it is sorted by delete date, and you can use the sorting method in the upper left corner to sort it by form name.
  • Documents drafted in the form in this menu can be found in the <Deleted doc form> 
    • Admin : Admin > Data Management > Workflow documents Management > Deleted doc form
    • Member : Workflow > Workflow Documents > Deleted doc form
  • Check the check box in front of the form you want to restore.
  • Click the Repair Form icon in the upper right corner.
  • You can view the recovered forms in [Personal Docs Form Management].

 

STEP 4 To permanently delete a deleted Personal form

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  • The form deleted from this menu cannot be recovered.
  • Members are unable to view the documentation in a completely deleted form. Even if my document is drafted in my form, it cannot be viewed.
    • Admin : Admin > Data Management > Workflow documents Management > Deleted doc form
    • Member : Unable to view
    • All documents rewritten by other employees using my personal form will only be available to administrators.
  • Check the check box in front of the form you want to delete.
  • Click the Delete Form icon in the upper right corner.

 

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