---
title: "Delete a Document in Documents to Process"
slug: "delete-a-document-in-documents-to-process"
description: "Permanently delete documents from Documents to Process using the Actions dropdown or the Draft Transaction screen."
updated: 2026-01-21T04:50:17Z
published: 2026-01-22T12:00:04Z
canonical: "docs.restaurant365.com/delete-a-document-in-documents-to-process"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Delete a Document in Documents to Process

Delete documents that are no are no longer needed and can be permanently removed from Restaurant365.

Documents can be deleted from Documents to Process in two ways:

- [From the Draft Transaction Screen](/doc/docs/archive-a-document-in-documents-to-process#archive-a-document-from-the-draft-transaction-screen)
  - The Draft Transaction screen is only available with [Capture AI](/doc/docs/ap-capture-ai).
  - Use this process when deleting documents from the Draft Transaction screen.
- [From the Documents to Process page](/doc/docs/archive-a-document-in-documents-to-process#archive-documents-from-the-documents-to-process-grid)
  - Use this process when deleting multiple documents.

> This article references the [**new Draft Transaction experience**](/doc/docs/draft-transaction-details-update-2025), which is available to all users.
> 
> Learn more about the [**New Draft Transaction Screen**](/doc/docs/draft-transaction-details).
> 
> View **l**[**egacy Draft Transaction documentation**](/doc/docs/draft-transaction-sidesheet).

---

## Security

**Users must have the following permissions to archive documents:**

**Accounting**:

- Docs to Process → View Docs to Process Within Accounting
- Docs to Process → Edit Docs to Process Documents

or

**Operations**:

- Docs to Process → View Docs to Process Within Document Library
- Docs to Process → Edit Docs to Process Documents

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Delete a Document from the Draft Transaction Screen

To delete a document from the Draft Transaction screen, follow these steps:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [Documents to Process page](/doc/docs/documents-to-process-page).**

A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png)

****2)** Click **Review** in the document row.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ETKVLGSY.png)

The [Draft Transaction](/doc/docs/draft-transaction-details) screen will open.

****3)** Click **Actions** to open the dropdown menu.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2CM9AH93.png)

****4)** Select **Delete.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I72CSC58.png)

****5)** Click **Delete** in the confirmation window.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UCCK9CAG.png)

---

## Delete Documents from the Documents to Process Grid

To delete one or more documents from the Documents to Process grid, follow these steps:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [Documents to Process page](/doc/docs/documents-to-process-page).**

A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png)

****2) Select the document(s)** to be deleted.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PYTG30Y8.png)

****3)** Select the delete button ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0FU2ZXK6.png).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G5E0EYVG.png)

****4)** Review the confirmation, then select **Delete**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U407Q645.png)

Access rights granted to users or user roles that dictate what actions they can perform within the system.

## Related

- [Archive a Document in Documents to Process](/archive-a-document-in-documents-to-process.md)