Deleting Documents
Remove documents you no longer need
How to Delete a Document
- Open the document — Click on the document you want to delete in your vault
- Find the delete option — Look for the delete button or menu option in the document details
- Confirm deletion — You'll be asked to confirm before the document is permanently removed
Important: Deletion is Permanent
When you delete a document, it is permanently removed from our servers. This includes:
- The original uploaded file
- All extracted obligations and analysis data
- Any reminders associated with the document
This action cannot be undone. Make sure you have a backup of the original document if you might need it later.
When to Delete Documents
Consider deleting documents when:
- The contract or agreement has expired and is no longer relevant
- You uploaded the wrong file by mistake
- You have a newer version of the same document
- You no longer need to track the document's obligations
Alternative: Keep for Records
Instead of deleting, consider keeping expired documents for your records. Even after a contract ends, you might need to reference its terms for disputes, renewals, or tax purposes. You can use tags like "expired" or "archived" to organize old documents.