Bulk Deleting Participant Documents

This page walks you through how to bulk delete all documents for a Participant using the Data Management settings. This is an account owner–only feature, designed to make large-scale document clean-ups faster and more manageable.

Overview

Bulk Document deletion lets you permanently remove all Documents for a Participant in a single process — rather than deleting files one by one from their Documents page. This is useful when managing Document clean-up at scale, including for data retention obligations or Participant off-boarding workflows.

Bulk Document deletion is managed from Settings > Data Management — not from the Participant's Documents page.

How to Bulk Delete Documents

Open Data Management

1. From the left-hand menu, select Settings.
2. Select Data Management.

Select a Participant

1. Choose the Participant whose documents you want to manage and then select Continue

Review and Confirm

1. Review the warning message and the number of documents that will be affected.
2. Select Delete All Documents.

Wait for Processing

1. The deletion runs in the background, so it may take a little time to finish.
2. You'll receive a notification when the job is complete. Once it is, open the results page to review the outcome.

Understanding the Results

Once processing is complete, the results page will show one of three outcomes:

• All Documents deleted successfully — every Document for that Participant has been removed.
• Some Documents deleted, some could not be deleted — the deletion ran, but certain Documents were protected and skipped. The results page will list which ones were affected and why.
• Deletion failed — the process encountered an error. You can try again from Data Management.

Documents That Cannot Be Deleted

Some Documents are protected and will remain in place if they are attached to any of the following:

• a Participant Record
• a Signature Request
• a Form Submission

If any Documents were skipped, the results page lists each one and the reason it could not be deleted.