How to Delete Source/Formal Documents

Deleting Source Document Versions

Source document versions can be deleted from the Project sidebar, the same way as regular items. When you delete a source document version, all cross references (source statements) to the captured items are also deleted. Previous versions of the source document and their cross references (source statements) are NOT removed.

Dialog shown when deleting source document versions
Delete Items Dialog

WorkBench only shows the most recent version of a source document. So for example, if you were to delete version 4 of a source document, then version 3 will now be the latest version and will be shown in the Project sidebar.

If you delete version 1 of a source document, then the source document is unregistered and deleted from the PDB altogether.

For further information on how to delete source document versions please click here.

Deleting Formal Documents

Deleting formal documents is similar to deleting standard Cradle items.

When a version of a formal document is deleted, Cradle will:

  • Delete the Word document stored inside the formal document
  • Remove the formal document
  • Delete the records that associate specific item instances with that version of that formal document

For further information on how to delete formal documents read the Cradle help.

Avoid Problems Opening Source Documents and Statements

Avoid Problems Opening Source Documents and Statements

You can capture information from Word documents into items in a Cradle database. The items are linked to the ‘source statements’ inside the document. You can follow a link from the item to the paragraph, table, or table row or cell that is the origin of the requirement. When you do this, Word will open to show the source document, correctly positioned to show the source statement.

If you see an error about a command, such as EditGoTo not being available as the document is read-only, then you need to clear the ‘open e-mail attachments read-only’ setting in Word, as shown in the figure.

We hope that this helps!

Avoid Problems Opening Statements