Delete Transaction Type

To delete a Transaction Type for a Non-Host Application Module follow the steps below:

 

1. Click on Records Management in the PaperSave Settings.

 

2. Click on Transaction Type and select the appropriate Non-Host Application and Module.

 

3. Select the Transaction Type to be deleted from the Transaction Type section.

 

4. Click Delete on the toolbar. A confirmation message will appear as shown below:

 

delete transaction message

 

5. However, in case if the Transaction Type that you are trying to delete, has Document Types & Documents related to it, then system will prompt below displayed window and you need to provide your PaperSave Settings Password and also the reason for deleting the selected Transaction Type. Then click Confirm Delete button to perform the action.

 

Note:

Log of this action would be automatically generated in Audit Log irrespective of whether Audit Log Configuration is enabled or disabled. Moreover, there is no way for the user to configure Module for this action from Configuration window.

 

6. Click Yes. An "Update Successful" message will appear as shown below:

 

message10

 

6. Click OK.

 

Note:

You cannot delete the transaction type of the host applications that are integrated during the installation of PaperSave.