How to delete a signed document

How to delete a proposal you sent and signed as a test

Sabrina Barron avatar
Written by Sabrina Barron
Updated over a week ago

Once a document has been signed, it becomes a legally locked document so it can't technically be completely deleted. Your client always has the right to view a document they have signed. 

However, we understand that sometimes you'll want to send a document as a test and sign it to see the whole process through to the end, or perhaps you have created a new agreement which supersedes a previous one, and you don't want this document interfering with your stats.

All you need to do in this case is click on the document from your Dashboard and you'll find "Hide" under the options tab. Hiding a signed proposal means that it will no longer affect your pipeline stats or reports. You'll still be able to access it via your account and anyone who was sent a link to it will still be able to view it.

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