Why Can't I Delete or Replace a Document?

Syndelo keeps any file that's part of a financial, legal, or review record. Deleting moves a file to Deleted Documents, and it's refused when another record depends on that file. You also need document edit access to see Document Actions at all.

Why Delete Is Refused

• This file is on hold. A separate reviewer must release each hold first.: open File Holds on the file. See How Do I Keep or Permanently Delete Files?.
• Keep the original and corrected tax files.: the file is part of a tax correction.
• Keep files used for a sponsor review.: the file is evidence for a sponsor rule review.
• Keep original migrated files as source evidence.: the file came from a data move.
• Retain the executed application release document.: the file records an investor leaving an application.
• This file is part of a published offering. Retain its original evidence.: the file belongs to a published raise.
• Other messages that start with Retain mean the same thing: the file backs a signed or financial record, so it stays.

Why Replace Is Refused

• Use a reviewed tax correction to replace a published tax form.: see How Do I Correct a K-1 or 1099 After It Was Published?.
• Generated statements are immutable. Generate a corrected statement run instead.: see How Do I Send Investor Statements?.
• This document changed. Reload before replacing it.: someone else uploaded a version. Reload and try again.

Why Restore Is Refused

• A replacement is available. Remove that version before restoring this one.: a newer version is in the library. Delete it first, or keep it.
• Another version is active. Remove that version before restoring this one.: same cause, for an earlier version.
• This file has been approved for permanent deletion and cannot be restored.: the deletion can't be undone.

Good to Know

• Upload limits are 20 MB per file. Accepted types are PDF, TXT, CSV, Word (.docx), Excel (.xlsx), PNG, and JPG.
• To see why a permanent deletion is refused, see How Do I Approve or Cancel a Permanent Deletion Request?.