Unassign Bulk-Assigned Documents

Unassign bulk-assigned documents when you need to remove a document template that was previously assigned to multiple users. This is useful if you want to update the template, correct an assignment, or simply stop requiring that document from a selected group.

Let’s get started

Step 1: Log in to your agent dashboard, click More > All Logs as shown in the screenshot below.

Step 2: From all the available options, click the Documents option.

Step 3: You can search and select the documents you want to unassign by File Name or User Name, and you can also filter the documents by User Status.

For demonstration purposes, we will unassign the documents labeled i9. To do this, click the checkbox as shown in the screenshot below:

Step 4: Click the Delete selected documents button.

Step 5: Click the Delete Documents button to proceed.

You will successfully delete (unassign) the documents from the profile, and then you can simply re-add them.