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Introduction: This guide describes how to delete a client from Docupace.

Change Log:

Date	Changes
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 clientrecords associated with the Client Folder.

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

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Locate the client you would like to remove and click into the client.

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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.

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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.

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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.

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Delete the subfolder.

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

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

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Hover over your client and click Delete.

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Click Okay Ok.

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