What does Delete Documents do in QuoteCloud?

The Delete Documents option permanently removes selected documents from your document list.

How do I delete multiple documents at once?

Select the desired documents using the checkboxes, open the ellipsis menu, and choose Delete Documents.

Where is the Delete Documents option located?

The option is available within the ellipsis (three dots) menu above the document table.

Can I delete more than one document at a time?

Yes. You can select multiple documents and delete them in a single action.

Will I be asked to confirm deletion?

Yes. A confirmation dialog appears before the documents are permanently deleted.

Can I cancel the deletion process?

Yes. Click Cancel in the confirmation window if you do not want to proceed with the deletion.

What happens after I click Delete?

The selected documents are removed from the document list and are no longer available in your workspace.

What is the difference between Clear Selection and Delete Documents?

Clear Selection removes the selection only, while Delete Documents permanently removes the selected document records.

How to Delete Selected Documents in QuoteCloud

Delete Selected Documents

Learn how to select and delete multiple documents at once using the bulk document management options.

Steps to delete selected documents

Select the first document

Locate the document you want to remove and click its checkbox to select it.

Select additional documents

Click the checkboxes beside any additional documents you want to delete. Selected documents will be highlighted in the document table.

Open the actions menu

Click the ellipsis (three dots) menu above the document table to access bulk document management options.

Select Delete Documents

From the dropdown menu, click Delete Documents to begin the deletion process.

Review the confirmation message

A confirmation window appears showing the number of selected documents that will be deleted.

Confirm deletion

Click the Delete button in the confirmation dialog to permanently remove the selected documents.

Verify the documents have been removed

The selected documents are deleted and no longer appear in the document list.

Delete Selected Documents

Delete Selected Documents

Steps to delete selected documents

Select the first document

Select additional documents

Open the actions menu

Select Delete Documents

Review the confirmation message

Confirm deletion

Verify the documents have been removed

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Delete Selected Documents

Delete Selected Documents

Steps to delete selected documents

Select the first document

Select additional documents

Open the actions menu

Select Delete Documents

Review the confirmation message

Confirm deletion

Verify the documents have been removed

What does Delete Documents do in QuoteCloud?+

How do I delete multiple documents at once?+

Where is the Delete Documents option located?+

Can I delete more than one document at a time?+

Will I be asked to confirm deletion?+

Can I cancel the deletion process?+

What happens after I click Delete?+

What is the difference between Clear Selection and Delete Documents?+