Delete folders or categories in a file plan - File Plan Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/File-Plan-Designer/Foundation-24.1/File-Plan-Designer/File-Plan-Designer-User-Help/Work-with-File-Plans/Delete-folders-or-categories-in-a-file-plan - 2024-04-02 - Deleting a record category or a record folder also removes all of the children nested below that element in the file plan hierarchy. To delete a record folder or record category in a file plan, complete the following steps.

File Plan Designer

Platform
Perceptive Content
Product
File Plan Designer
Release
Foundation 24.1
License

Deleting a record category or a record folder also removes all of the children nested below that element in the file plan hierarchy. To delete a record folder or record category in a file plan, complete the following steps.

  1. In Management Console, in the left pane, under Select Department, select a department from the list.
  2. In the left pane, click Records > File Plans.
  3. In the File Plan tab, select a file plan, and click Modify.
  4. In File Plan Designer, select a record folder or record category.
  5. In the toolbar, click the Delete button.
The system deletes all children nested under elements that you delete and sends them to the recycle bin.