Supporting documents
How do I replace or delete a document?
Replace reuses the evidence context. Delete restrictions depend on role and submitted-form/history protection.
Navigation: Open Forms 145/146 → Forms Dashboard → Documents → file More actions → Replace file / Delete
How to do it
- Use Replace file on the existing row instead of adding a duplicate to a full category.
- Choose the replacement, verify its dates/reference and confirm Replace; wait for its checks.
- For deletion, choose Delete and read any disabled-action explanation.
- If a protected-delete dialog appears, provide its mandatory Reason and review its recovery/provider warning before confirming.
What to expect
The action and applicable reason are logged; object erasure follows recovery/purge and SharePoint deletion policy.
Important details
- The protected-evidence dialog describes a seven-day recovery window; there is no general self-service Restore button in this UI.
- Keep file in SharePoint means removing a WrapTax link need not erase that Microsoft file.