About entities and how to manage
Entities get added to a workarea.
Add an entity
- SelectEntities.
- Select the correct workarea and thenAdd Entity.
- Enter the entity number and name.
- SelectSave.
Delete an entity
Deleting an entity isn't available to all users by default. You must have entity delete permissions. You can use these instructions.
- Go toTools,Administrative Tools, and thenEntity Delete.
- SelectNew Delete.
- Select a workarea. The workareas listed are the ones you have permissions to view and edit.
- Select an entity. Again, the ones listed are the ones you have permissions to view and edit.
- Enter a comment and then confirm.
- You must export the details of an entity and review them before you confirm deletion. SelectExport.
- When ready, selectDelete.noteAfter an entity's deleted, all of its associated binders, along with their history, get deleted. You can't undo this action.