Page Comparison

Versions Compared

Key

This line was added.
This line was removed.
Formatting was changed.

Click on Images to Expand Them

Info
Introduction: This guide describes how

delte

delete a client from Docupace.

Table of Contents

Table of Contents

exclude	Table of Contents

Change Log:

Date	Changes	Comprehensive documentation about .

Audience:

Functionality:

Oct 2021

Initial Version

Tip
Tip: Deleting a client is best done only if you made a mistake or if they were a prospect that never actually became a client. A good alternative to deleting a client is making them inactive in the system instead.

Note: In order to remove this client, you must first remove any children that are related to the client.

Rw ui steps macro

Rw step

The best way is to retrieve your client by clicking on the Add/Manage Client Folders tile on the Home page..

Image Added

Rw step

Locate the client you would like to remove .

Rw step

Click

and click into the client.

Image Added

Rw step

Remove any related individuals (such as spouses or beneficiaries).

Tip
Tip: If the client is related to other individuals, it would be best practice to make the client inactive instead of deleting them.

Rw step

Click into the subfolder to view the documents.

Note: If the subfolder does have documents associated to it, you'll need to move or delete the documents prior to removing the subfolder.

Image Added

Rw step

Hover over each document and click the trash icon.

Note
Warning: Once the document is deleted from the system, it cannot be retrieved..

Note: In general, documents cannot be deleted if they are over 30 days old. Instead, you will need to move the documents to another folder.

Tip
Tip: Moving the documents to a trash client allows you to retrieve historical records if needed.

Image Added

Rw step

Delete the subfolder.

Image Added

Rw step

After the subfolder has been deleted, you'll be brought back to your Client Folders screen.

Rw step

Repeat steps 5-7 until you have removed all subfolders from the client.

Image Added

Rw step

Click delete.

Hover over your client and click Delete.

Rw step

Image Added

Rw step

Click Okay.

Image Added