Manage Documents

Alation Cloud Service Applies to Alation Cloud Service instances of Alation

Customer Managed Applies to customer-managed instances of Alation

In General Availability from Alation version 2024.3.2

In Public Preview from Alation version 2024.1 to 2024.3.1

Important

You are viewing documentation for Classic Alation.

This page has information about how to create, edit, configure, and delete documents in a Document Hub.

Document Hierarchy

In 2024.1 to 2024.3.1, a document can belong to multiple folders and can’t have subdocuments.

In 2024.3.2 and later, documents can have hierarchies:

  • A document must have a single parent folder. Documents can inherit permissions, domains, and workflows from their parent folder only.

  • Documents may also have navigation links to other folders within a document hub, enabling findability from those folders and indicating that a document is related to more than one folder.

  • Documents can have subdocuments. Subdocuments inherit permissions, domains, and workflows from the closest folder in the hierarchy and not from their parent document. Subdocuments and can have their own subdocuments.

Note

In all versions, it is possible for a document to belong directly to a document hub and have no parent folder. This is discouraged as it makes documents less discoverable and prevents them from inheriting permissions, domains, and workflows from a parent folder.

Upgrading to 2024.3.2 and Later

Let’s say you’re on release 2024.3.1, and you have a document that belongs to multiple folders and is inheriting permissions from them. When you upgrade to 2024.3.2 or later:

  • Alation will find the folder that the document was added to first and assign that folder as the document’s parent in the hierarchy. To change the document’s parent folder, you can move the document to a different parent.

  • All other folders the document used to belong to will become navigation links for that document.

  • The document will stop inheriting permissions and will be given individual permissions matching what it used to inherit from all the folders it belonged to. In case of conflicting permissions, the document will be given the most restrictive permissions.

If a document only belongs to one folder, that folder will be set as its parent, and the document will keep the same permissions settings it had before the upgrade.

Create a Document

You must have a Steward role or higher to create documents. When you create a document, you become its owner and will have permanent view and edit access to it.

Create a Document via a Folder

When you create a document via a folder, that folder automatically becomes the document’s parent. By default, the document will inherit permissions, domains, and workflows from the parent folder.

To create a document via a folder:

  1. Navigate to the catalog page for the folder you want the document to belong to. You can do this through the left navigation or by searching.

  2. Click the + Create <Document Name> button. A dialog box appears.

    Note

    The name used on the button is the name Alation admins gave to document objects in this hub’s settings. As an example, if this document hub’s documents are named Metrics, the button will say + Create Metric.

  3. Click Create New <Document>. A dialog box appears.

  4. Optionally, if you want the document to have a different template than the default, click the drop-down menu under Select an initial template for this <Document> and select a template.

  5. Click the Create button.

  6. If the ability to create documents is controlled by a workflow, the document will open as a pending draft that must be submitted for review. If there is no workflow, the document is created immediately.

  7. You can now edit and configure the document.

  8. If the document is in the pending draft state, click Submit for Review. The document status changes to Under Review. Click the View Review Status button to see the current status of the review.

  1. Navigate to the catalog page for the folder you want the document to belong to. You can do this through the Apps menu or by searching.

  2. Click the + Create <Document Name> button. In 2024.3.2 and later, you can also click the + Create button in the top right corner, then click New <Document Name>. A dialog box appears.

    Note

    The name used on the button is the name Alation admins gave to document objects in this hub’s settings. As an example, if this document hub’s documents are named Metrics, the button will say + Create Metric.

  3. Click Create New <Document>. A dialog box appears.

  4. Optionally, if you want the document to have a different template than the default, click the drop-down menu under Select an initial template for this <Document> and select a template.

  5. Click the Create button.

  6. If the ability to create documents is controlled by a workflow, the document will open as a pending draft that must be submitted for review. If there is no workflow, the document is created immediately.

  7. You can now edit and configure the document.

  8. If the document is in the pending draft state, click Submit for Review. The document status changes to Under Review. Click the View Review Status button to see the current status of the review.

Create a Document via a Document Hub

Available in releases 2024.1 to 2024.3.1

In 2024.1 to 2024.3.1, it is possible to create a document from a document hub, and assigning the document to folders is optional. In 2024.3.2 and later, documents can’t be created from a document hub. They must be created from the folder that will be the document’s parent.

To create a document via a document hub:

  1. Navigate to the catalog page of the document hub you want the document to belong to. You can do this through the left navigation or by searching.

  2. Click the + Create <Document Name> button on the lower half of the page.

    Note

    The name used on the button is the name Alation admins gave to document objects in this hub’s settings. As an example, if this document hub’s documents are named Metrics, the button will say + Create Metric.

  3. Optionally, if you want the document to have a different template than the default, click the drop-down menu under Select an initial template for this <Document> and select a template.

  4. Select one or more folders for the document to belong to. Once you select a folder, the Create button is enabled.

  5. Click the Create button.

  6. If the ability to create documents is controlled by a workflow, the document will open as a pending draft that must be submitted for review. If there is no workflow, the document is created immediately.

  7. You can now edit and configure the document.

  8. If the document is in the pending draft state, click Submit for Review. The document status changes to Under Review. Click the View Review Status button to see the current status of the review.

  1. Navigate to the catalog page of the document hub you want the document to belong to. You can do this through the Apps menu or by searching.

  2. Click the + Create <Document Name> button on the lower half of the page.

    Note

    The name used on the button is the name Alation admins gave to document objects in this hub’s settings. As an example, if this document hub’s documents are named Metrics, the button will say + Create Metric.

  3. Optionally, if you want the document to have a different template than the default, click the drop-down menu under Select an initial template for this <Document> and select a template.

  4. Select one or more folders for the document to belong to. Once you select a folder, the Save button is enabled.

  5. Click the Create button.

  6. If the ability to create documents is controlled by a workflow, the document will open as a pending draft that must be submitted for review. If there is no workflow, the document is created immediately.

  7. You can now edit and configure the document.

  8. If the document is in the pending draft state, click Submit for Review. The document status changes to Under Review. Click the View Review Status button to see the current status of the review.

Create a Subdocument

In 2024.3.2 and later, you can create a subdocument that belongs to its parent document and falls below it in the Document Hubs hierarchy. Subdocuments inherit permissions, domains, and workflows from the closest folder in the hierarchy and not from their parent document.

To create a subdocument:

  1. Navigate to the catalog page for the document that will be the subdocument’s parent. You can do this through the left navigation or by searching.

    Navigate to the catalog page for the document that will be the subdocument’s parent. You can do this through the Apps menu or by searching.

  2. Click the + Create <Document Name> button. A dialog box appears.

    Note

    The name used on the button is the name Alation admins gave to document objects in this hub’s settings. As an example, if this document hub’s documents are named Metrics, the button will say + Create Metric.

  3. Optionally, if you want the document to have a different template than the default, click the drop-down menu under Select an initial template for this <Document Name> and select a template.

  4. Click the Create button.

  5. If the ability to create documents is controlled by a workflow, the document will open as a pending draft that must be submitted for review. If there is no workflow, the document is created immediately.

  6. You can now edit and configure the document.

  7. If the document is in the pending draft state, click Submit for Review. The document status changes to Under Review. Click the View Review Status button to see the current status of the review.

Once the subdocument is created, it will be listed in the Sub-<Documents> field on the parent document.

Edit or Configure a New Document

To edit or configure a new document:

  1. Click the default title at the top of the page and enter the document’s title.

  2. Click the Edit button to the right of Description and enter a description. This is the main content of the document.

  3. To control who can access this document, click the three dots in the upper right, then click Access Settings. Choose the desired access level and assign users if needed. See Document Hub Permissions for more information about access levels.

  4. To change which folders the document belongs to, click the three dots in the upper right, then click Membership Settings.

  5. Modify any other fields associated with the document as desired. Changes are saved automatically. The fields that are available depend on the document’s template and field-level permissions.

  1. Enter the title at the top of the page.

  2. Click the Edit button to the right of Description and enter a description. This is the main content of the document.

  3. To control who can access this document, click Manage in the upper right, then click Access Settings. Choose the desired access level and assign users if needed. See Document Hub Permissions for more information about access levels.

  4. To change which folders the document belongs to, click Manage in the upper right, then click Membership Settings.

  5. Modify any other fields associated with the document as desired. Changes are saved automatically. The fields that are available depend on the document’s template and field-level permissions.

Move a Document to a Different Parent

Available in release 2024.3.2 and later

In 2024.3.2 and later, a document can only have one parent folder, and it can inherit permissions, domains, and workflows from that parent. To change the folder’s parent, you can move a document to another folder or turn it into a subdocument of another document.

To move a document to a different parent folder or make it a subdocument:

  1. Navigate to the document’s catalog page. You can do this through the left navigation or by searching.

  2. Click the three dots in the upper right corner and select Move. The Move <Document> dialog opens.

  3. Click the Select Location button and select the folder or document that will be the new parent. The Move Summary shows the current and new locations of the document.

  4. Click the Move button. The document is moved immediately to the new parent, and the document catalog page refreshes to show the new hierarchy in the breadcrumbs above the document title.

  1. Navigate to the document’s catalog page. You can do this through the Apps menu or by searching.

  2. Click Manage in the upper right corner and select Move. The Move <Document> dialog opens.

  3. Click the Select Location button and select the folder or document that will be the new parent. The Move Summary shows the current and new locations of the document.

  4. Click the Move button. The document is moved immediately to the new parent, and the document catalog page refreshes to show the new hierarchy in the breadcrumbs above the document title.

Add an Existing Document to a Folder

Available in releases 2024.1 to 2024.3.1

To add an existing document to a folder, you must be the folder’s creator, a Catalog Admin, a Server Admin, or a Steward, Composer, or Source Admin with edit access to the folder.

In 2024.1 to 2024.3.1, a document can belong to multiple folders. In 2024.3.2 and later, a document can only have one parent folder, but it can have navigation links to multiple folders and be moved to a different parent folder.

There are several ways to add an existing document to a folder:

Add a Document to a Folder via the Document

Available in releases 2024.1 to 2024.3.1

To add a document to a folder via the document catalog page:

  1. Navigate to the document’s catalog page. You can do this through the left navigation or by searching.

  2. Click the three dots in the upper right corner and select Membership Settings. The Add / Remove <Folder> dialog opens.

  3. Select the checkbox to the left of the folder(s) you want the document to be added to. If needed, use the filter box at the top of the list to search for folders, or use the paging controls at the bottom of the list.

    Note

    If you can’t select a checkbox, that means you only have view access to that folder and won’t be able to add the document to it.

  4. Click Save. The document is added to the folders you selected.

  1. Navigate to the document’s catalog page. You can do this through the Apps menu or by searching.

  2. Click the Manage button in the upper right corner and select <Folder Name> Membership. The Add / Remove <Folder> dialog opens.

  3. Select the checkbox to the left of the folder(s) you want the document to be added to. If needed, use the filter box at the top of the list to search for folders, or use the paging controls at the bottom of the list.

    Note

    If you can’t select a checkbox, that means you only have view access to that folder and won’t be able to add the document to it.

  4. Click Save. The document is added to the folders you selected.

Add a Document to a Folder via the Folder

Available in releases 2024.1 to 2024.3.1

To add a document to a folder via the folder catalog page:

  1. Navigate to the catalog page for the folder you want the document to belong to. You can do this through the left navigation or by searching.

    Navigate to the catalog page for the folder you want the document to belong to. You can do this through the Apps menu or by searching.

  2. Click the + <Document> button. The name used on the button is the name Alation admins gave to document objects in this hub’s settings. As an example, if this document hub’s documents are named Metrics, the button will say + Metric.

  3. Click Add Existing <Document>. A dialog box appears.

  4. Enter a search term to find the existing document, or scroll through the list to find it.

  5. Select the document you want to add. It will immediately be added to the list of documents in this folder.

Add a Document to a Folder via the Document Hub

Available in releases 2024.1 to 2024.3.1

On the document hub page, you can add a document to a folder in two ways:

To add a document to a folder via the document hub catalog page, through the document:

  1. Navigate to the catalog page of the document hub you want the document to belong to. You can do this through the left navigation or by searching.

  2. Find the document in the list of documents on the lower half of the page. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document and select Membership Settings. The Add / Remove <Folder> dialog opens.

  4. Select the checkbox to the left of the folder(s) you want the document to be added to. If needed, use the filter box at the top of the list to search for folders, or use the paging controls at the bottom of the list.

    Note

    If you can’t select a checkbox, that means you only have view access to that folder and won’t be able to add the document to it.

  5. Click Save. The document is added to the folders you selected.

  1. Navigate to the catalog page of the document hub you want the document to belong to. You can do this through the Apps menu or by searching.

  2. Find the document in the list of documents on the lower half of the page. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document and select <Folder Name> Membership. The Add / Remove <Folder> dialog opens.

  4. Select the checkbox to the left of the folder(s) you want the document to be added to. If needed, use the filter box at the top of the list to search for folders, or use the paging controls at the bottom of the list.

    Note

    If you can’t select a checkbox, that means you only have view access to that folder and won’t be able to add the document to it.

  5. Click Save. The document is added to the folders you selected.

To add a document to a folder via the document hub catalog page, through the folder:

  1. Navigate to the catalog page of the document hub you want the document to belong to. You can do this through the left navigation or by searching.

  2. Find the destination folder on the upper half of the page. You can do this by entering a search term at the top of the folder list or using the paging controls at the bottom of the folder list.

  3. Click the three dots to the right of the destination folder and select Link <Document> to <Folder>.

  4. Enter a search term to find the existing document, or scroll through the list to find it.

  5. Select the document you want to add. It will immediately be added to the list of documents in this folder.

  1. Navigate to the catalog page of the document hub you want the document to belong to. You can do this through the Apps menu or by searching.

  2. Find the destination folder on the upper half of the page. You can do this by entering a search term at the top of the folder list or using the paging controls at the bottom of the folder list.

  3. Click the three dots to the right of the destination folder and select Add <Document> to <Folder>.

  4. Enter a search term to find the existing document, or scroll through the list to find it.

  5. Select the document you want to add. It will immediately be added to the list of documents in this folder.

Remove a Document from a Folder

Available in releases 2024.1 to 2024.3.1

To remove a document from a folder, you must be the folder’s creator, a Catalog Admin, a Server Admin, or a Steward, Composer, or Source Admin with edit access to the folder.

Removing a document from a folder disassociates it from that folder. The document may still belong to other folders in the hub and will still belong to the document hub even if it doesn’t belong to any folders.

There are several ways to remove a document from a folder:

Remove a Document from a Folder via the Document

Available in releases 2024.1 to 2024.3.1

To remove a document from a folder via the document catalog page:

  1. Navigate to the document’s catalog page. You can do this through the left navigation or by searching.

  2. Click the three dots in the upper right corner and select Membership Settings. The Add / Remove <Folder> dialog opens.

  3. Deselect the checkbox to the left of the folder(s) you want to remove the document from. If needed, use the filter box at the top of the list to search for folders, or use the paging controls at the bottom of the list.

    Note

    If you can’t deselect a checkbox, that means you only have view access to that folder and won’t be able to remove the document from it.

  4. Click Save. The document is removed from the folders you deselected.

  1. Navigate to the document’s catalog page. You can do this through the Apps menu or by searching.

  2. Click the Manage button in the upper right corner and select <Folder Name> Membership. The Add / Remove <Folder> dialog opens.

  3. Deselect the checkbox to the left of the folder(s) you want to remove the document from. If needed, use the filter box at the top of the list to search for folders, or use the paging controls at the bottom of the list.

    Note

    If you can’t deselect a checkbox, that means you only have view access to that folder and won’t be able to remove the document from it.

  4. Click Save. The document is removed from the folders you deselected.

Remove a Document from a Folder via the Folder

Available in releases 2024.1 to 2024.3.1

To remove a document from a folder via the folder catalog page:

  1. Navigate to the catalog page of the folder that the document belongs to. You can do this through the left navigation or by searching.

    Navigate to the catalog page of the folder that the document belongs to. You can do this through the Apps menu or by searching.

  2. Find the document in the folder. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document and select Remove from <Folder Name>.

Remove a Document from a Folder via the Document Hub

Available in releases 2024.1 to 2024.3.1

To remove a document from a folder via the document hub catalog page:

  1. Navigate to the catalog page of the document hub that the document belongs to. You can do this through the left navigation or by searching.

  2. Find the document in the list of documents on the lower half of the page. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document and select Membership Settings. The Add / Remove <Folder> dialog opens.

  4. Deselect the checkbox to the left of the folder(s) you want to remove the document from. If needed, use the filter box at the top of the list to search for folders, or use the paging controls at the bottom of the list.

    Note

    If you can’t deselect a checkbox, that means you only have view access to that folder and won’t be able to remove the document from it.

  5. Click Save. The document is removed from the folders you deselected.

  1. Navigate to the catalog page of the document hub you want the document to belong to. You can do this through the Apps menu or by searching.

  2. Find the document in the list of documents on the lower half of the page. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document and select <Folder Name> Membership. The Add / Remove <Folder> dialog opens.

  4. Select the checkbox to the left of the folder(s) you want the document to be added to. If needed, use the filter box at the top of the list to search for folders, or use the paging controls at the bottom of the list.

    Note

    If you can’t select a checkbox, that means you only have view access to that folder and won’t be able to add the document to it.

  5. Click Save. The document is added to the folders you selected.

Change Access to a Document

To change who has access to a document, you must be the document’s creator, a Catalog Admin, a Server Admin, or a Steward, Composer, or Source Admin with edit access to the document.

For more information on permissions, see Document Hub Permissions.

You can modify permissions from the document hub or the document itself:

Change Access to a Document via the Document Hub

To change access to a document via the document hub:

  1. Navigate to the catalog page of the document hub that the document belongs to. You can do this through the left navigation or by searching.

  2. Find the document in the list of documents on the lower half of the page. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document and select Access Settings. The access dialog opens.

  4. Choose whether you want the document to inherit its permissions or have its own individual permissions:

    • To give this document its own individual permissions and override the folder permissions, disable the toggle and continue with the next step.

    • To inherit permissions, ensure the toggle at the top of the dialog is enabled, then click Save. You are done.

      Note

      In 2024.3.2 and later, a document inherits permissions only from its one parent folder. In 2024.3.1 and earlier, a document inherits permissions from all folders it belongs to.

  5. Choose the level of access:

    • Public—All Alation users in your organization will have view and edit permissions to this object. This is the default setting.

    • Editing Restricted—All Alation users in your organization will have view permissions to this object. You can grant edit permissions to specific users. Catalog Admins, Server Admins, the object creator always have view and edit permissions.

    • Private—You can grant view or edit permissions to specific users. Catalog Admins, Server Admins, the object creator always have view and edit permissions.

  6. If Editing Restricted or Private is selected in the previous step, you can see the users and groups that currently have access. You can use the paging controls at the bottom of the list to navigate through the list.

    • To grant access to someone new, click + Invite. Search for or navigate to the users or groups and select the ones you want.

    • To change or remove someone’s permissions, click Can Edit or Can View next to a user or group and select the desired permission.

  7. Click Save.

  1. Navigate to the catalog page of the document hub that the document belongs to. You can do this through the Apps menu or by searching.

  2. Find the document in the list of documents on the lower half of the page. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document and select Access Settings. The access dialog opens.

  4. Choose whether you want the document to inherit its permissions or have its own individual permissions:

    • To give this document its own individual permissions and override the folder permissions, disable the toggle and continue with the next step.

    • To inherit permissions, ensure the toggle at the top of the dialog is enabled, then click Save. You are done.

      Note

      In 2024.3.2 and later, a document inherits permissions only from its one parent folder. In 2024.3.1 and earlier, a document inherits permissions from all folders it belongs to.

  5. Choose the level of access:

    • Public—All Alation users in your organization will have view and edit permissions to this object. This is the default setting.

    • Editing Restricted—All Alation users in your organization will have view permissions to this object. You can grant edit permissions to specific users. Catalog Admins, Server Admins, the object creator always have view and edit permissions.

    • Private—You can grant view or edit permissions to specific users. Catalog Admins, Server Admins, the object creator always have view and edit permissions.

  6. If Editing Restricted or Private is selected in the previous step, you can see the users and groups that currently have access. You can use the paging controls at the bottom of the list to navigate through the list.

    • To grant access to someone new, click + Invite. Search for or navigate to the users or groups and select the ones you want.

    • To change or remove someone’s permissions, click edit or view next to a user or group and select the desired permission.

  7. Click Save.

Change Access to a Document via the Document

To change access to a document via the document catalog page:

  1. Navigate to the document’s catalog page. You can do this through the left navigation or by searching.

  2. Click the three dots in the upper right corner and select Access Settings. The access dialog opens.

  3. Choose whether you want the document to inherit its permissions or have its own individual permissions:

    • To give this document its own individual permissions and override the folder permissions, disable the toggle and continue with the next step.

    • To inherit permissions, ensure the toggle at the top of the dialog is enabled, then click Save. You are done.

      Note

      In 2024.3.2 and later, a document inherits permissions only from its one parent folder. In 2024.3.1 and earlier, a document inherits permissions from all folders it belongs to.

  4. Choose the level of access:

    • Public—All Alation users in your organization will have view and edit permissions to this object. This is the default setting.

    • Editing Restricted—All Alation users in your organization will have view permissions to this object. You can grant edit permissions to specific users. Catalog Admins, Server Admins, the object creator always have view and edit permissions.

    • Private—You can grant view or edit permissions to specific users. Catalog Admins, Server Admins, the object creator always have view and edit permissions.

  5. If Editing Restricted or Private is selected in the previous step, you can see the users and groups that currently have access. You can use the paging controls at the bottom of the list to navigate through the list.

    • To grant access to someone new, click + Invite. Search for or navigate to the users or groups and select the ones you want.

    • To change or remove someone’s permissions, click Can Edit or Can View next to a user or group and select the desired permission.

  6. Click Save.

  1. Navigate to the document’s catalog page. You can do this through the Apps menu or by searching.

  2. Click Manage in the upper right corner and select Access Settings. The access dialog opens.

  3. Choose whether you want the document to inherit its permissions or have its own individual permissions:

    • To give this document its own individual permissions and override the folder permissions, disable the toggle and continue with the next step.

    • To inherit permissions, ensure the toggle at the top of the dialog is enabled, then click Save. You are done.

      Note

      In 2024.3.2 and later, a document inherits permissions only from its one parent folder. In 2024.3.1 and earlier, a document inherits permissions from all folders it belongs to.

  4. Choose the level of access:

    • Public—All Alation users in your organization will have view and edit permissions to this object. This is the default setting.

    • Editing Restricted—All Alation users in your organization will have view permissions to this object. You can grant edit permissions to specific users. Catalog Admins, Server Admins, the object creator always have view and edit permissions.

    • Private—You can grant view or edit permissions to specific users. Catalog Admins, Server Admins, the object creator always have view and edit permissions.

  5. If Editing Restricted or Private is selected in the previous step, you can see the users and groups that currently have access. You can use the paging controls at the bottom of the list to navigate through the list.

    • To grant access to someone new, click + Invite. Search for or navigate to the users or groups and select the ones you want.

    • To change or remove someone’s permissions, click edit or view next to a user or group and select the desired permission.

  6. Click Save.

Create or Edit a Document Template

Each document hub has multiple document templates that determine the fields that are available for documents in that document hub. A given document can only have one template. Templates can’t be shared between document hubs.

To edit a document template, see Manage Templates.

Delete a Document

Deleted documents are soft-deleted, so they still exist in the Alation database. Deleted documents will not appear in the navigation, search, or the document hub. Most references to a deleted document will no longer appear in the catalog. Direct @-mentions will remain. If you click on an @-mention or use a saved bookmark to visit the document’s old link, the document catalog page will open with a warning that it has been deleted. The document can then be restored from that page.

To delete a document, you must be the document’s creator, a Catalog Admin, a Server Admin, or a Steward, Composer, or Source Admin with edit access to the document.

There are several ways to delete a document:

Delete a Document via the Document Hub

To delete a document via the document hub:

  1. Navigate to the catalog page of the document hub that the document belongs to. You can do this through the left navigation or by searching.

  2. Find the document in the list of documents on the lower half of the page. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document name, then click Delete.

  4. In the confirmation dialog that appears, click Delete.

  1. Navigate to the catalog page of the document hub that the document belongs to. You can do this through the Apps menu or by searching.

  2. Find the document in the list of documents on the lower half of the page. You can do this by entering a search term at the top of the document list or using the paging controls at the bottom of the document list.

  3. Click the three dots to the right of the document name, then click Delete <Document>.

  4. In the confirmation dialog that appears, click Delete <Document>.

Delete a Document via the Document

To delete a document via the document catalog page:

  1. Navigate to the document’s catalog page. You can do this through the left navigation or by searching.

  2. Click the three dots in the upper right corner and select Delete.

  3. In the confirmation dialog that appears, click Delete.

  1. Navigate to the document’s catalog page. You can do this through the Apps menu or by searching.

  2. Click Manage in the upper right corner and select Delete <Document>.

  3. In the confirmation dialog that appears, click Delete <Document>.

Documents API

You can create, retrieve, update, and delete documents using the Documents API.