How to remove an individual Vault document from a single batch on the record details page?
To remove an individual document from the record details:
- Navigate to the batch’s details page.
- In the Documents section, click Add.
- Optional: Search to find a specific document or set of documents.
- Remove a document by clicking the minus icon (-).
- Click Close to exit the search dialog and save your changes.
Vault Help Documentation: Creating Batches
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