How to Delete a Student-Uploaded Document in CRM Recruit

This guide explains how to review, verify, reset, and delete student-uploaded supplemental documents in CRM Recruit.

1. Verify the Document Should Be Deleted

Before deleting anything, confirm that the issue is valid:

  • Open the applicant record.
  • Select the Application tab and open the specific application.
  • Go to Supplements and open the document.
  • Check for issues such as: blank file, unreadable file, wrong student, wrong document type, incorrect form, etc.

Only proceed if the document must be corrected or replaced.

2. Where to Find Supplemental Items

Supplemental items and uploaded documents are located inside the application record. To access them:

  1. Open the student’s Contact record.
  2. Select the Applications tab.
  3. Open the specific application.
  4. From the left navigation, choose Supplements.

This area displays the supplemental items, their status, and any uploaded files attached to them.

3. Communicate With the Department or Student

Before updating or deleting any document:

  • If a department reported the issue, confirm what they need and ensure the student will be required to re-upload.
  • If you found the issue, notify the department so they are aware of the correction.
  • If the student must upload a new file, contact them and explain what went wrong and how to upload the correct document.

4. Update the Supplemental Item to “Not Received”

You must reset the supplemental item before deleting the file. Recruit will not allow deletion if the item is marked as Received.

  1. In the application, go to Supplements.
  2. Find the specific supplemental item.
  3. Change Status from Received to Not Received.
  4. Click Save.

This step reopens the requirement and enables document deletion.

5. Delete the Uploaded Document

Once the status is set to Not Received:

  1. Stay in the Supplements section.
  2. Scroll to the Documents area of that supplement.
  3. Select the document that needs to be removed.
  4. Click Delete and confirm the deletion.

The document is removed immediately.

6. Follow-Up

After deleting the document:

  • Inform the student that the incorrect document was removed and they need to upload a new one.
  • Notify the department that the supplemental item has been reset and is awaiting a new upload.

If you need this added to a larger Recruit guide or converted into Experience Portal HTML, just let me know.

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